Michele Carlo is a registered investment advisor at Forem Investments LLC, based in Caracas, with 3 years of industry experience. Michele operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $56M 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 | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
Fee Estimator
Location
Caracas
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michele is a partner at Azzurra Management LLC, a real estate development company, since January 2022. She spends a few hours per week on director meetings and site visits.
Employment History
Current Registrations
Forem Investments LLC
State Registrations1 state
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