Chelsea
Charette
Wedge Capital Management Llp
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About this Advisor
Chelsea Charette is a financial advisor based in Charlotte, North Carolina, working with Wedge Capital Management Llp. Chelsea has previously held positions at Fred Alger & Co., Inc, Millennium Advisors LLC, and Wedge Capital Management Llp. Chelsea has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Chelsea is part of Wedge Capital Management Llp, which operates out of Charlotte, North Carolina. The firm has 26 employees and manages assets totaling $7.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Wedge Capital Management Llp includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wedge Capital Management Llp Brokerage Details
$7,583,000,000
26
234
$32,405,983
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Chelsea Charette Work History
Wedge Capital Management Llp
Millennium Advisors LLC
Fred Alger & Co., Inc
Disclosures
Please visit the SEC profile of Chelsea Charette to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wedge Capital Management Llp
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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