Carmen Iacono is a CFA-designated registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 7 years of industry experience. Carmen 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, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carmen is an Investment Advisor Representative (IAR) of Spire Wealth Management (DBA: Corbett Road) since August 2018, a full-time position. She is also an IAR of CRCM, an SEC-registered RIA affiliated with the parent company of SWM, focusing on portfolio management during business hours since September 2019.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Previous Registrations
Corbett Road Capital Management, LLC
State Registrations1 state
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