Carico Private Wealth Management
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About
Carico Private Wealth Management LLC is a fee-only, state-registered investment adviser formed in 2026 that offers wealth management, individualized portfolio management, financial planning, and tax return preparation to individuals and high-net-worth clients. Services are provided both as project-based engagements and ongoing planning relationships and include access to model portfolios and third-party investment managers.
The firm emphasizes portfolio construction grounded in Modern Portfolio Theory and may combine passive and active strategies to tailor asset allocation to a client’s goals and risk tolerance. It routinely utilizes outside managers and model platforms (including Schwab’s Model Market Center and third-party model providers) for implementation, retains discretionary trading authority with the ability to accept client-imposed restrictions, and conducts periodic reviews of accounts.
Noteworthy features that distinguish the firm from many peers in its regulatory category include the availability of fixed and hourly fee arrangements (including recurring fixed fees for ongoing planning) and an explicit practice of selecting and recommending other advisers or sub‑advisors for client accounts. The firm is newly established and reports no assets under management as of its ADV filing, offers a performance-fee option for qualified clients, and does not serve as a private fund adviser.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning services ranging between $1,000 - $7,500; initial fee for Wealth Management and Ongoing Financial Planning is $1,000 - $2,500; ongoing fixed financial planning fee $400 per month; Administrative fees for Performance-Based fee clients: $600/month for first account, $300/month for each additional account.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% Above $5,000,000+: 0.70%
$300 per hour for Project-Based Financial Planning services.
Up to 50% of outperformance over agreed benchmark for qualified clients, plus fixed monthly administrative fees ($600 for first account, $300 for additional accounts).
Ongoing Financial Planning fixed fee of $400 per month, paid in advance.
Account minimum: $25,000 Minimum fee: Initial fee for Wealth Management and Financial Planning services ranges from $1,000 to $2,500, which may be reduced or waived at Advisor's discretion. Fee-only: Yes, CPWM is a fee-only firm, compensated solely by Clients' fees with no commissions or sales-related compensation.
Main office
Redwood City CA
Advisors at this office
1
Most active in
California
Also doing business as
Carico Private Wealth Management · Carico Private Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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