Carmel Exum is a registered investment advisor at Wealth Asset Managers, based in San Diego, CA, with 4 years of industry experience. Carmel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,023 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the discretion of NSI. The Client’s fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Location
12555 High Bluff Drive, Suite 390, San Diego, CA, 92130
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Nelson Securities,inc.Broker
Wealth Asset Managers
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.