Cullari Carrico Wealth Advisory LLC directs clients to third-party investment advisors. They verify that the recommended advisors are properly licensed. They do not participate in wrap fee programs. The firm is compensated via a fee share from the advisors to which it directs those clients. John Carrico is also an accountant and may offer clients advice or products from that activity, which could present a conflict of interest.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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