CareGen Wealth Management manages investment portfolios and provides personalized financial planning services for individuals, high-net-worth individuals, and business owners. The firm creates customized investment strategies using Modern Portfolio Theory and passive investing techniques, focusing on long-term growth and asset allocation. Alongside investment management, CareGen Wealth Management offers financial planning covering retirement, tax strategies, cash flow and debt management, estate planning, risk management, college savings, and employer benefits. Clients receive ongoing monitoring and reviews of their portfolios and financial plans. The firm is owned and operated by Carolyn Masline and is based in San Mateo, California.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are calculated using a blended rate schedule and are negotiable for accounts over $10,000,000. There is a minimum annual fee of $10,000.
