Carsonallaria Wealth Management, Ltd.
Assets Under Management
$567.5M
Number of Clients
643
Number of Advisors
6
Average Client AUM
$883K
AUM per Advisor
$94.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CarsonAllaria Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and corporations. They manage advisory accounts on a discretionary basis, allocating assets among equities, ETFs, mutual funds, cash, and debt securities. Financial planning services are tailored to individual client needs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | N/A |
| $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 negotiable for accounts over $3,000,000.
Fee Estimator
Investment management fees are based on a percentage of assets or a flat fee. For example, an account valued between $250,001 and $500,000 is charged 1.15% annually. Fees are negotiable based on account size and complexity. Financial planning services are typically included in the investment management fee, but may be offered separately for a fixed fee not exceeding $3,000. Consulting fees are also negotiable. There is no minimum account size.
Areas of Practice
Location
2246 S. State Route 157, Suite 225, Glen Carbon, IL, 62034