Maria Pedrosa is a registered investment advisor at Carnegie Investment Counsel, based in Los Angeles, CA, with 15 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,159 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable. Some clients are charged a flat fee per quarter or a progressive fee. Carnegie has some "grandfathered" fee schedules due to mergers and acquisitions.
Fee Estimator
Location
1875 Century Park E Suite 1970, Los Angeles, CA, 90067
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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 →Other Business Activities
Maria is the Chair of the Investment Committee and a Member of the Executive Committee for Khyentse Foundation, a client of Gesar Capital Management. This activity requires a few hours per week.
Employment History
Current Registrations
Carnegie Investment Counsel
Gesar Capital Management
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.