carderock capital management, inc.
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carderock capital management, inc.chevy chase, MDAdditional Information
Carderock Capital Management is an independent registered investment management firm serving individuals and families in the Washington D.C. region since 1986. The firm operates as fiduciaries managing investment portfolios using primarily individual securities (stocks and bonds).
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Established 1986 · Serving Washington D.C. region
Additional information extracted from the firm's public website. Last updated: September 16, 2026
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Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
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A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
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Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.