Julie Carnevale is a registered investment advisor at Edmp, INC., based in Lutz, FL, with 33 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 115 clients with $150M 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 | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees negotiable on balances over $20,000,000. EDMP, Inc. may also offer a flat fee of 1%. Additionally, on a limited basis, EDMP has some arrangements as a sub-advisor and the total fee can be as high as 2%.
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.
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 →Other Business Activities
Julie is a Senior VP at EDMP, Inc. and Fundamentals Investment Alliance Group, Inc., providing portfolio management services since 1993. She is also a Senior VP at FAST Graphs, Inc., a research tool company, since 2011.
Employment History
Current Registrations
Edmp, INC.
State Registrations1 state
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