Carmela Elco is a registered investment advisor at Alera Investment Advisors, LLC, based in West Chester, PA, with 25 years of industry experience. Carmela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,466 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees typically range from 0.25% to 1.50% depending on portfolio size, investment strategy, and complexity. Fees are negotiable.
Fee Estimator
Location
136 North Church, West Chester, PA, 19380
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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 →Employment History
Current Registrations
Alera Investment Advisors, LLC
Trinity Investment Advisors, LLC
Previous Registrations
Cerity Partners Retirement Plan Advisors
Calton & Associates, INC.Broker
Blue Prairie Group,llc
Financial Telesis, INC.
Financial Telesis INCBroker
LPL Financial LLCBroker
Nrp Financial, INC.Broker
Securian Financial Services, INC.Broker
Ferris, Baker Watts IncorporatedBroker
Mid Atlantic Investor Services, INC.Broker
Wall Street AccessBroker
State Registrations1 state
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
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