David Carnevale is a CFA-designated registered investment advisor at Prosperitea Planning, based in Greenfield, MA. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 121 clients with $180M in assets under management.
Compensation
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Fee Structure
ProsperiTea Planning offers investment management as part of their Open Retainer package, which also includes financial planning and tax services. For children and young adults of Open Retainer clients, they offer investment management at no charge if certain conditions are met (under $100,000 in managed assets, under age 30, and a lineal relation to the Open Retainer Client). Once these conditions are no longer met, the client will be charged under the Limited Retainer calculation.
Location
308 Main Street, Suite 3A, Greenfield, MA, 01301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prosperitea Planning
State Registrations1 state
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