Kendra Carano
Kendra Carano is a registered investment advisor at Success Wealth Management LLC, based in Warwick, RI, with 6 years of industry experience. Kendra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 772 clients with $97M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. SWM also manages assets held away, charging a negotiable annual fee not to exceed 0.75%.
Fee Estimator
Location
275 W. Natick Road, Suite 450, Warwick, RI, 02886
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
Kendra is an independent insurance agent doing business as Charter Financial Group, and also owns rental property. She also operates Carano Financial Group LLC, selling Medicare, fixed insurance, and annuities, dedicating about 10-20% of her time to this.
Employment History
Current Registrations
Success Wealth Management LLC
Previous Registrations
Hazard & Siegel, INC.Broker
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.