CarsonAllaria Wealth Management

At CarsonAllaria, our philosophy on wealth management stems from the belief in a coordinated team approach. Our firm was founded by three like-minded advisors that believe two minds are better than one, and three minds are better than two. Our partners, Joe Allaria, CFP®, Mark Allaria, CFP®, and Scott Carson, AIF®, CEPA have combined experience of over 45 years in the financial services industry.

First and foremost, we believe everyone needs a financial plan. We’ve learned over the years that it’s difficult to be proficient at serving the needs of an entire population. That is why we’ve decided to specialize in helping professionals in the medical field build financial plans that are relevant to them.

Our investment philosophy is academically-based and simple; keep costs low, diversify, minimize taxes, and encourage good investor behavior. To help encourage better behavior, we educate. Over the years, our advisors have been featured in The Wall Street Journal, CNBC, Nasdaq.com, Investopedia, and Yahoo Finance for their insights about investing, retirement planning, and personal finance.

We work best with those looking to align with a “personal CFO” who can coordinate a variety of financial planning matters. Our mission is to make the best possible impact in the lives of our clients, helping them become financially fulfilled.

Fee Structure:

Market Value of Accounts Annual Advisory Fee
$0–$150,000 $1,500 Flat Fee
$150,001–$500,000 1.15%
$500,001– $1,000,000 1.00%
$1,000,001–$ $2,000,000 0.90%
$1,000,001–2,000,000 0.80%
Over $3,000,000 Negotiable