Carl Bulgini
Carl Bulgini is a CFP-designated registered investment advisor at Fenwick Investments, LLC, based in White River Junction, VT, with 19 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 36 clients with $14M 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 $100K | 1.50% |
| $100K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
35 Railroad Row, 4th Floor, White River Junction, VT, 05001
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 →Other Business ActivitiesSells Insurance
Carl is a licensed insurance agent and mortgage loan originator, offering related advice and products to clients. These services pay a commission and involve a potential conflict of interest, though Carl states he always acts in the client's best interest.
Employment History
Current Registrations
Fenwick Investments, LLC
Previous Registrations
Alliancebernstein L.P.
Fenwick Investments, LLC
Diastole Wealth Management
Sound Financial Advisors
State Registrations3 states
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.