Advisor at Audible Wealth Management
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Firm
Audible Wealth Management
Location
Silver Spring, MD 20910
Credentials
Series 65
Industry experience
1 year
Monica Carlos is a financial advisor at Audible Wealth Management with one year of industry experience. She holds a Series 65 designation and has previously worked at Northwestern Mutual and as a life insurance agent. Audible Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan participants, providing financial planning, portfolio management, and auxiliary services. The firm employs a variety of analytical methods and trading strategies and is notable for sponsoring a wrap-fee program and offering educational seminars and bill-pay services.
Based on Audible Wealth Management
Based on Audible Wealth Management
Fixed annual financial planning fees between $300 and $12,000, paid monthly; Bill pay services fees between $100 and $500 per month
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $800,000: 1.25% $800,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Up to $500 per hour for financial planning
Account minimum: $5,000 Fee-only: Fixed annual financial planning fees between $300 and $12,000, paid monthly; hourly financial planning fees up to $500 per hour; Bill pay services fees between $100 and $500 per month
8455 Colesville Road, Suite 900
Silver Spring, MD 20910
California · Maryland · New York
Audible Wealth Management
2023 - Present (3 years)
Northwestern Mutual
2022 - 2023 (1 year)
Antelope Valley College
2020 - 2023 (3 years)
Unemployed
2019 - 2020 (1 year)
California State University
2017 - 2019 (2 years)
Self Employed
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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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