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Angelica Carbajal

Strategic Advisers LLC
14 Years of Experience
Glendale, AZ
1 DisclosureBroker
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Angelica Carbajal is a registered investment advisor at Strategic Advisers LLC, based in Glendale, AZ, with 14 years of industry experience. Angelica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17027 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Glendale, AZ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Angelica participates in Wayfair's "Tried and True" program, reviewing up to two items per month, and works as an independent contractor for Amazon Flex, delivering packages, about 10% of her time. Neither activity is investment-related.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 4 mos
Fidelity Brokerage Services LLC
March 2021 - Present · 5 yrs 4 mos
Fidelity Brokerage Services LLCBroker
March 2021 - Present · 5 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
March 2021 - March 2025 · 4 yrs
Charles Schwab & CO., INC.
May 2020 - February 2021 · 9 mos
Charles Schwab & CO., INC.Broker
May 2020 - February 2021 · 9 mos
USAA Investment Management Company
October 2018 - May 2020 · 1 yr 7 mos
USAA Financial Advisors, INC.Broker
September 2017 - May 2020 · 2 yrs 8 mos
J.P. Morgan Securities LLCBroker
April 2016 - August 2017 · 1 yr 4 mos
Charles Schwab & CO., INC.Broker
February 2015 - December 2015 · 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2015 · 2 yrs 4 mos
Chase Investment Services CORP.Broker
August 2011 - October 2012 · 1 yr 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.
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