CarsonAllaria Wealth Management is an investment management firm that helps clients build, manage, and preserve their wealth. They offer investment management services on a discretionary basis, meaning they make trades without prior client consent, based on the client's investment plan. They also provide financial planning services covering areas like retirement, tax, estate, business, education, and risk management. They also offer retirement plan consulting services to employer-sponsored retirement plans.
Assets Under Management$570M
Clients643
Advisors6
Avg. per Client$880K
Avg. per Advisor$95M
Fee Structure
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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