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Michael S. Carrier & Associates, Inc. (Sanford)


Michael S. Carrier & Associates, Inc. is a mid-sized advisory firm based in Sanford. It manages $51 million of regulatory assets for 239 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.

Michael S. Carrier & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Michael S. Carrier & Associates: assets under management

The assets under management (AUM) of Michael S. Carrier & Associates, Inc. is $51 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $213.39 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Michael S. Carrier & Associates, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sanford

The principal office where Michael S. Carrier & Associates, Inc. performs its advisory services is located at 5300 Vista Club Run, Sanford, FL 32771, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-549-5968 or by fax 407-322-4057. The normal business hours are 9:00 - 5:00 on Monday - Friday.


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