Advisor at CarsonAllaria Wealth Management, LTD.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CarsonAllaria Wealth Management, LTD.
Location
Glen Carbon, IL 62034
Credentials
CFP®, Series 63, Series 65
Industry experience
13 years
Mark Allaria is a CFP® with 13 years of industry experience, currently serving as a partner at CarsonAllaria Wealth Management, LTD. He has worked at Purshe Kaplan Sterling Investments and held roles at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC. Outside of advisory work, he is also an agent servicing fixed insurance products. CarsonAllaria Wealth Management serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a combination of quantitative optimization, computer models, and traditional research in its investment process, and integrates third-party platforms such as Betterment for sub-advisory management.
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
Purshe Kaplan Sterling Investments
2020 - Present (6 years)
CarsonAllaria Wealth Management, Ltd.
2017 - Present (9 years)
Mass Mutual LIfe Insurance Company
2014 - 2017 (3 years)
Visionary Wealth Advisors, LLC
2014 - 2017 (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.
Series 63, Series 65
Hamel, IL
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Series 63, Series 66
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PFS™, Series 63, Series 65
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Series 65
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Series 63, Series 65
Collinsville, IL
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Series 65
St. Louis, MO
Parke Investment Management, Inc.
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