Donald Cleven is a CFA-designated registered investment advisor at Wedge Capital Management LLP, based in Charlotte, NC, with 18 years of industry experience. Donald 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 184 clients with $8.1B 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 | 0.80% |
WEDGE offers multiple equity and fixed income strategies with varying fee schedules. Small Cap equity fee is 0.80%. Quantitative and fixed income strategies use tiered schedules starting between 0.10% and 1.00%. Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
301 South College Street, #3800, Charlotte, NC, 28202-6002
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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
Donald is a minority investor in Queen City Soccer Club, LLC, which owns the Charlotte Independence soccer team. This investment, which began in Q4 2016, requires minimal time.
Employment History
Current Registrations
Wedge Capital Management LLP
Previous Registrations
Lee Munder Capital Group, LLC
Munder Lee Investments LTD
State Registrations1 state
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
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