JC
JC
John Carrico is a registered investment advisor at Cullari Carrico Wealth Advisors LLC, based in Fairfield, NJ, with 3 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
55 Lane Road, Ste 300, Fairfield, NJ, 07004
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cullari Carrico Wealth Advisors LLC
July 2025 - Present · 10 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
October 2018 - October 2021 · 3 yrs
State Registrations1 state
NJ
Advisor
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.
Exams
No exam information available for this advisor.