Carter Duddy
Carter Duddy is a registered investment advisor at Spartan Capital Private Wealth Management LLC, based in New York, NY, with 1 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 20 clients with $6.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCPWM charges an annual fee for portfolio management services, ranging from 0.50% to 2.50% of the market value of your assets. The specific fee depends on the value of your assets, the complexity of services provided, and the level of administration requested. Fees are billed quarterly in advance. The advisory fee is negotiable based on individual client circumstances. SCPWM may combine account values of family members to determine the applicable advisory fee.
Location
45 Broadway, 19th Floor, New York, NY, 10006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Spartan Capital Private Wealth Management LLC
Spartan Capital Securities, LLCBroker
State Registrations2 states
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