Advisor at CarsonAllaria Wealth Management, LTD.
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Firm
CarsonAllaria Wealth Management, LTD.
Location
Glen Carbon, IL 62034
Credentials
Series 65
Industry experience
5 years
Jeffrey Waters is a financial advisor at CarsonAllaria Wealth Management, LTD. He holds a Series 65 credential and has five years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and Northwestern Mutual. Outside of advising, he is involved in managing several personal real estate investment entities. CarsonAllaria Wealth Management serves individuals, trusts, estates, corporations, and retirement plans with discretionary investment management, financial planning, and consulting services. The firm employs a combination of quantitative models and traditional research, using institutional share classes and tax-sensitive strategies, and integrates third-party platforms such as Betterment for part of its client accounts.
Based on CarsonAllaria Wealth Management, LTD.
Based on CarsonAllaria Wealth Management, LTD.
Based on CarsonAllaria Wealth Management, LTD.
Flat fees for financial plans not to exceed $10,000
$0 - $250,000: $2,875 flat fee annually $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $7,000,000: 0.70% $7,000,001 - $10,000,000: 0.60% Over $10,000,000+: Negotiable
Insurance commissions and 12b-1 fees from insurance and brokerage products; commissions offset advisory fees when applicable
Hourly rate of $250 for financial planning if charged separately
Minimum fee: $2,875 annual advisory fee for accounts valued $0–$250,000 Fee-only: Financial planning fees up to $10,000; hourly rate $250/hour; consulting fees negotiated per project
1 Ginger Creek Meadows Dr
Glen Carbon, IL 62034
Illinois · Texas
CarsonAllaria Wealth Management, LTD.
2021 - Present (5 years)
Cambridge Investment Research Advisors, Inc
2020 - 2021 (1 year)
Cambridge Investment Research, Inc
2020 - 2021 (1 year)
Northwestern Mutual Investment Services LLC
2019 - 2020 (1 year)
Northwestern Mutual Investment Services LLC
2017 - 2020 (3 years)
Northwestern Mutual Investment Services LLC
2017 - 2018 (1 year)
Northwestern Mutual Life Insurance Company
2016 - 2020 (4 years)
Northwestern Mutual Life Insurance Company
2016 - 2020 (4 years)
Belk Park Golf Course
2013 - 2016 (3 years)
Belk Park Golf Course
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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