Carrara Capital, LLC, operating as Carrara Wealth Management, is a registered investment advisor based in Los Angeles, California, founded and led by Shival Bajpay. The firm provides tailored investment management and financial planning services designed around capital preservation, growth, and income generation. Portfolios are constructed using a mix of exchange-traded funds, index funds, individual stocks, direct indexing, and private market investments such as private equity and private credit. In addition to portfolio management, Carrara Wealth Management offers holistic financial planning, retirement planning, and tax-aware investment strategies, coordinating with clients' tax professionals to pursue tax efficiency. The firm primarily serves high-net-worth individuals, young professionals in tech and healthcare, and business owners managing complex financial situations.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are billed quarterly in advance.