Carlota Venegas is a CFP-designated registered investment advisor at Raven Wealth Advisors, based in Pasadena, CA, with 15 years of industry experience. Carlota operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.35% |
Fee Estimator
Location
680 E Colorado Blvd., Suite 180, Pasadena, CA, 91101
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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
Raven Wealth Advisors
Previous Registrations
Clifford Swan Investment Counselors
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
LPL Financial CorporationBroker
LPL Financial Corporation
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.