Carota Wealth Management's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $250,000, 1.15% on the next $250,000, and 1.00% on assets above $1 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #127344), Carota Wealth Management is subject to fiduciary duty under federal law.
Carota Wealth Management serves 60 high-net-worth clients according to their SEC filing dated August 18, 2026. View client details ↓
According to their SEC Form ADV, Carota Wealth Management offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
Carota Wealth Management manages $135 million in client assets according to their SEC filing dated August 18, 2026.
According to their SEC Form ADV, Carota Wealth Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓