Charles Carmona is a registered investment advisor at Westmore Asset Management, based in Pearl River, NY, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $54M 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 | 0.90% |
Fees are negotiable and in limited circumstances may be a fixed fee depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
1 Blue Hill Plaza, Lobby Level, Suite 1509, Pearl River, NY, 10965
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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 →Employment History
Current Registrations
Westmore Asset Management
Previous Registrations
Torino Capital LLCBroker
Torino Capital LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS International INC.
UBS International INC.Broker
Citicorp Investment ServicesBroker
Bnp Paribas Securities CORP.Broker
Citicorp Securities, INC.Broker
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.