Carmel Exum is a registered investment advisor at Wealth Asset Managers, based in San Diego, CA, with 5 years of industry experience. Carmel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,003 clients with $320M 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 | 1.00% |
Annual advisory fees depend on the size and complexity of the client relationship, up to a maximum of 1.00%. Fees are billed monthly in advance and may be negotiable.
Fee Estimator
Location
12555 High Bluff Drive, Suite 390, San Diego, CA, 92130
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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 →Employment History
Current Registrations
Nelson Securities,inc.Broker
Wealth Asset Managers
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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