Assets Under Management
$567.5M
Number of Clients
643
Number of Advisors
6
Average Client AUM
$883K
AUM per Advisor
$94.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
CarsonAllaria Wealth Management offers investment management on a discretionary basis, allocating assets among equities, ETFs, mutual funds, cash, and debt securities. They also provide financial planning services tailored to individual client needs, covering investment, retirement, tax, estate, business, education, and risk management planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees negotiable for accounts over $3,000,000.
2246 S. State Route 157, Suite 225, Glen Carbon, IL, 62034