Carrara Wealth Management

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.75%

Fees are billed quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Carrara Wealth Management - Fees, AUM & Advisors | TrueAdvisor