CD
CFP
CD
CFP

Carmine D'avino

24 Years of Experience
Redbank, NJ

Carmine D'avino is a CFP-designated registered investment advisor at Withum Wealth Management, based in Redbank, NJ, with 24 years of industry experience. Carmine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 798 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
798 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual investment advisory fees generally range between 0.50% and 1.25% based on assets under management, portfolio composition, and scope of services. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

47 Reckless Place, Redbank, NJ, 07701

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Withum Wealth Management
September 2011 - Present · 15 yrs 1 mo
Pinnacle Associates, LTD.
June 2002 - Present · 24 yrs 4 mos
State Registrations4 states
MDNJTXVA
Advisor

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.

Exams
No exam information available for this advisor.