Gregory Carnivale
Gregory Carnivale is a registered investment advisor at Heritage Financial Advisory, LLC, based in Jacksonville, FL, with 11 years of industry experience. Gregory 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 61 clients with $19M 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 | 1.25% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.05% |
| $3M+ | 0.95% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
10199 Southside Blvd., Suite 105, Jacksonville, FL, 32256
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
Gregory is a licensed insurance professional, spending about half of his time on this activity, including training.
Employment History
Current Registrations
Heritage Financial Advisory, LLC
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
State Registrations2 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.