Jamie Carey is a CFP-designated registered investment advisor at Carey Wealth Management, based in San Ramon, CA, with 30 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 102 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carey Wealth Management charges a maximum of 1.25% annually for investment management. This fee is calculated based on the value of your account and is billed quarterly in advance. The fee is negotiable. Adjustments are made for deposits and withdrawals during the quarter.
Location
2819 Crow Canyon Road, Suite 101, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jamie is the President of Carey Consulting Wealth Management, Inc., providing investment management and financial advice, dedicating about half of their time. Jamie is also associated with Carey Wealth Management, a DBA for Carey Consulting Wealth Management, dedicating nearly full-time hours as an advisor.
Employment History
Current Registrations
Carey Wealth Management
Previous Registrations
Apw Capital, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Nationwide Investment Services CorporationBroker
Financial Horizons Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.