Charles Carnevale
Charles Carnevale is a registered investment advisor at Fundamental Investment Alliance Group, INC., based in Lutz, FL, with 33 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
136 Whitaker Road, Suite A, Lutz, FL, 33549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Charles is the CEO, CIO, and COO of EDMP, Inc. and Fundamentals Investment Alliance Group, providing portfolio management services. He is also the founder and acting president of FAST GRAPHS, Inc., a research tool company.
Employment History
Current Registrations
Fundamental Investment Alliance Group, INC.
Edmp, INC.
Previous Registrations
Fundamentals 1st Advisory LLC
State Registrations3 states
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