Colton Carnevale
Colton Carnevale is a registered investment advisor at Fundamental Investment Alliance Group, INC., based in Lutz, FL, with 7 years of industry experience. Colton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $10M 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 | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
136 Whitaker Road, Suite A, Lutz, FL, 33549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Colton is a Portfolio Manager at EDMP, Inc. and spends about a quarter of his time in business development for FAST Graphs, Inc., a subscription service for equity research.
Employment History
Current Registrations
Fundamental Investment Alliance Group, INC.
Edmp, INC.
State Registrations3 states
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