Carol Desimone
Carol Desimone is a registered investment advisor at Abbondandolo Wealth Management CORP, based in Glen Cove, NY, with 11 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 238 clients with $110M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
220B Glen Cove Ave, Glen Cove, NY, 11542
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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
Carol is a Certified Public Accountant and may offer clients advice or products related to this activity. Abbondandolo Wealth Management Corp always acts in the best interest of the client.
Employment History
Current Registrations
Abbondandolo Wealth Management CORP
State Registrations2 states
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