Raony Carvalho is a registered investment advisor at Carvalho Investment Group, LLC, based in Austin, TX, with 7 years of industry experience. Raony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 15 clients with $6.2M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
111 Congress Avenue, Suite 500, Austin, TX, 78701
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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.
Learn about disclosures →Other Business Activities
Raony works as a project manager for Conation Technology, LLC, a supplier of refurbished wafer manufacturing and processing equipment, dedicating about a quarter of his time. This activity, which involves control documentation in equipment transfer for a short-term project, is not investment-related.
Employment History
Current Registrations
Carvalho Investment Group, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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