TrueAdvisor
TrueAdvisor
CC
CC

Chelsea Jean Charette

Wedge Capital Management LLP
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Wedge Capital Management LLP
Compensation
Fee-Only (AUM)
Firm Size
23 advisors
Number of Clients
223 clients
Average Client Portfolio
$34.3M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only

Location

301 South College Street, #3800, Charlotte, NC, 28202-6002

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wedge Capital Management LLP
February 2020 - Present · 6 yrs
Previous Registrations
Millennium Advisors, LLCBroker
December 2018 - September 2019 · 9 mos
Fred Alger & Company, IncorporatedBroker
March 2014 - December 2018 · 4 yrs 9 mos
Lord, Abbett & CO. LLC
October 2011 - November 2013 · 2 yrs 1 mo
Lord Abbett Distributor LLCBroker
September 2011 - November 2013 · 2 yrs 2 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.