Linda
Fousek
Carnegie Investment Counsel
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About this Advisor
Linda Fousek is a financial advisor who works out of Cleveland, Ohio with 10 years of relevant experience. Fousek is on the advisory team at Carnegie Investment Counsel. They have been an employee of Carnegie Investment Counsel for their complete career. Fousek has a Series 63 license, which qualifies them as a securities representative, and is approved to advise clients in Ohio and Texas. Carnegie Investment Counsel is a registered investment firm operating out of Cleveland, OH. The investment advisory business has offices in eight locations and a total of 54 people on staff. It handles $4 billion in total assets between its 6,883 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 20 charities and foundations. Of its 6,883 customer accounts, 26% are associated with high-net-worth individuals who have at least $1 million in assets. The firm has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on which service is provided. Fees billed by Carnegie Investment Counsel most likely are comprised of any blend of asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Carnegie Investment Counsel Brokerage Details
$3,470,336,580
54
6,883
$504,190
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Disclosures
Please visit the SEC profile of Linda Fousek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carnegie Investment Counsel
Cleveland, OH
Toledo, OH
Cleveland, OH
Jefferson Hills, PA
Cleveland, OH
New York, NY
Cleveland, OH
Toledo, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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