Charles Carazo
Charles Carazo is a registered investment advisor at Carazo Wealth Management, based in Metairie, LA, with 7 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Ron Carazo and Associates charges a maximum annual fee of 1.85% on all managed assets. Fees are billed monthly in arrears. Ron Carazo and Associates may charge a lesser fee at its sole discretion based on factors such as historical relationships, asset types, or account size.
Fee Estimator
Location
111 Veterans Blvd., Ste. 1500, Metairie, LA, 70005
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
Charles is an IAR of Spire Wealth Management since 2018. He also engages in independent insurance sales of fixed insurance, dedicating a few hours per week since 2016.
Employment History
Current Registrations
Carazo Wealth Management
Previous Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
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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