Carrie Carr is a registered investment advisor at Aria Wealth Management, based in Little Rock, AR, with 18 years of industry experience. Carrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 255 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ARIA Wealth Management's fees are based on a percentage of the value of your portfolio. The annual fee rate may be negotiable. The maximum fee is 2.00%. Fees are deducted from client accounts at the beginning of each month or quarter.
Location
650 S. Shackleford Road, Suite 400, Little Rock, AR, 72211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Aria Wealth Management
Previous Registrations
Concert Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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