Joseph Allaria
Joseph Allaria is a CFP-designated registered investment advisor at Carsonallaria Wealth Management, LTD., based in Glen Carbon, IL, with 13 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 647 clients with $790M 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 $250K | 1.15% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable and can vary based on account size, portfolio complexity, and activity. Accounts under $250,000 pay a flat fee of $2,875. Fees for amounts over $10,000,000 are negotiable.
Fee Estimator
Location
1 Ginger Creek Meadows Dr, Glen Carbon, IL, 62034
Get directionsHistory
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 ActivitiesSells Insurance
Joseph is a licensed insurance agent selling insurance products since 2014, dedicating minimal time to this activity. He also has a 50% ownership stake in Carpenter Creek LLC, a real estate investment entity, and is a member of MVR Properties, spending minimal time on each and receiving rental income.
Employment History
Current Registrations
Carsonallaria Wealth Management, LTD.
Previous Registrations
Visionary Wealth Advisors, LLC
Slagle Financial, LLC.
State Registrations2 states
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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