Anthony Carr
Anthony Carr is a CFP-designated registered investment advisor at Carr Wealth Management LLC, based in Pleasanton, CA, with 25 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 66 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carr Wealth Management manages your investments for a fee based on a percentage of the assets they manage.
The annual fee is:
- Up to $500,000: 1.0% to 1.20%
- $500,000-$1,000,000: 0.90% to 1.0%
- Over $1,000,000: Negotiable
Fees are billed quarterly in advance. Accounts within the same household may be combined for a reduced fee. There is a $50 termination fee for each account closed.
Location
Pleasanton, CA
Get directionsHistory
Regulatory History (1)
Regulatory
March 2006Other Business Activities
Anthony works as a Certified Public Accountant for a small contractor in Pleasanton, performing "controller" duties. This non-investment related business takes a few hours per week.
Employment History
Current Registrations
Carr Wealth Management LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
AXA Advisors, LLCBroker
State Registrations1 state
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.