Clarissa Tawel is a registered investment advisor at Aldrich Wealth LP, based in Carlsbad, CA, with 7 years of industry experience. Clarissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 782 clients with $7.6B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees are negotiable for accounts over $25,000,001. A minimum annual advisory fee of $10,000 applies.
Fee Estimator
Location
1903 Wright Place, Suite #180, Carlsbad, CA, 92008
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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 →Employment History
Current Registrations
Aldrich Wealth LP
Previous Registrations
Tru Independence Asset Management 2
Strategy Asset Managers L.L.C.
Holly Street Wealth Advisors
State Registrations1 state
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