Carmen Iacono is a CFA-designated registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 7 years of industry experience. Carmen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,379 clients with $4.5B 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 | 2.25% |
Fees generally range from 0.02% to 2.25% of assets under management. Individual advisors set specific fee schedules and retain discretion to negotiate alternative fees.
Fee Estimator
Location
7901 Jones Branch Dr, Suite 800, Mclean, VA, 22102
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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.
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Carmen is an Investment Advisor Representative (IAR) of Spire Wealth Management (DBA: Corbett Road) since August 2018, a full-time position. She is also an IAR of CRCM, an SEC-registered RIA affiliated with the parent company of SWM, focusing on portfolio management during business hours since September 2019.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Previous Registrations
Corbett Road Capital Management, LLC
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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