Carico Private Wealth Management provides comprehensive wealth management services, combining personalized investment management and financial planning for individuals and high-net-worth clients. Founded by Renata Carico in 2026 and based in Redwood City, California, Carico Private Wealth Management helps clients build personalized investment strategies using stocks, bonds, mutual funds, and exchange-traded funds, alongside third-party model portfolios when appropriate. The planning services cover a broad spectrum of personal finance topics, including retirement planning, cash flow and debt management, tax planning strategies, estate planning coordination, insurance analysis, and college savings. Clients can choose between ongoing financial planning retainers, project-based one-time plans, and tax preparation services. Carico Private Wealth Management operates as a fee-only registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable. Household accounts may be aggregated. Initial financial plan setup fee of $1,000 to $2,500 applies.