Carl Alongi is a PFS-designated registered investment advisor at Redw Wealth LLC, based in Albuquerque, NM, with 23 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 429 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
REDW Wealth charges an annual fee based on a percentage of the assets they manage for you. This fee typically ranges from 0.5% to 1.75% depending on the size and complexity of your portfolio, and the scope of services provided. Fees may be negotiable based on the complexity of the accounts, the degree of active management, the need for additional work requested, or the inclusion of other advisory services. Large clients, retirement plans, and nonprofits may negotiate a non-tiered fee. Current client relationships may exist where the fees are higher or lower than the typical range.
Location
8801 Horizon Blvd NE, Suite 401, Albuquerque, NM, 87113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carl is a board member of CPA Mutual Insurance Holding Co., currently in liquidation, since 2000. He is also a member of the advisory board for Titan Real Estate Development Fund I, II, and III, attending semi-annual meetings.
Employment History
Current Registrations
Redw Wealth LLC
Previous Registrations
CPA Wealth Advisors LLC
1st Global Advisors INC
State Registrations2 states
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