Carrie Provenzano
Carrie Provenzano is a registered investment advisor at Hedged Private Wealth, based in Metairie, LA, with 7 years of industry experience. Carrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 49 clients with $4.2M 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 | 2.00% |
Fees are negotiable depending on the size, scope, and complexity of services rendered. The standard incentive fee is 2% AUM annually and 20% performance fee. This fee is negotiable upon discussion of the complexity of risk strategies pursued and varies to each investor.
Fee Estimator
Location
1 Galleria Blvd, Suite 710C, Metairie, LA, 70001
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
Carrie works as an insurance agent for MMC Enterprises, spending about half her time quoting group health plans, reviewing renewal plans, and selling Medicare plans. This activity is insurance-related.
Employment History
Current Registrations
Hedged Private Wealth
Previous Registrations
Hedged Private Wealth
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.