Jeffrey Waters
Jeffrey Waters is a registered investment advisor at Carsonallaria Wealth Management, LTD., based in Glen Carbon, IL, with 6 years of industry experience. Jeffrey 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
2246 S. State Route 157, Suite 225, 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 Activities
Jeffrey is the owner/managing member of Ruby Crest Apartments LLC since 2022, and a managing member of MHP, LCC and WCF, LCC, all personal real estate investments, dedicating minimal time to each. He is also a member of MVR Properties, a real estate investment company, spending minimal time owning the building.
Employment History
Current Registrations
Carsonallaria Wealth Management, LTD.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Northwestern Mutual Investment Services, LLCBroker
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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