Andrew Carreon is a CFA-designated registered investment advisor at Emeth Value Capital, LLC, based in New Orleans, LA, with 5 years of industry experience. Andrew 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 54 clients with $190M 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 $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $75.0M | 0.50% |
| $75.0M - $100.0M | 0.25% |
| $100M+ | 0.00% |
Fees are negotiable and Emeth Value Capital has the discretion to waive all or a portion of their fees. For qualified clients, Emeth Value Capital also charges a performance-based fee.
Fee Estimator
Location
631 St Charles Ave, New Orleans, LA, 70130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Emeth Value Capital, LLC
State Registrations2 states
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