Jeffrey Waters is a registered investment advisor at Carsonallaria Wealth Management, LTD., based in Glen Carbon, IL, with 5 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 643 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable for accounts over $3,000,000. The fee for accounts $0-$250,000 is a fixed fee of $2,875.
Fee Estimator
Location
1 Ginger Creek Meadows Dr, Glen Carbon, IL, 62034
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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.
Learn about disclosures →Other Business Activities
Jeffrey is the owner/managing member of Ruby Crest Apartments LLC since 2022, and a managing member of MHP, LCC and WCF, LCC, all personal real estate investments, dedicating minimal time to each. He is also a member of MVR Properties, a real estate investment company, spending minimal time owning the building.
Employment History
Current Registrations
Carsonallaria Wealth Management, LTD.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Northwestern Mutual Investment Services, LLCBroker
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.