CC

Chelsea Jean Charette

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
23 advisors
Number of Clients
223 clients
Average Client Portfolio
$34.3M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only

WEDGE's fees are based on a percentage of assets under management and are calculated quarterly in arrears. The specific fee schedule varies by product (Traditional Value Equity, Quantitative Value Equity, and Fixed Income). Fees may be negotiable on a case-by-case basis, considering factors such as mandate size and relationship history. The fees do not include brokerage commissions, custodial fees, interest, taxes, or other account expenses.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

301 South College Street, #3800, Charlotte, NC, 28202-6002

Get directions
Regulatory History
Clean regulatory record

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
Wedge Capital Management LLP
February 2020 - Present · 5 yrs 11 mos
Previous Registrations
Millennium Advisors, LLCBroker
December 2018 - September 2019 · 9 mos
Fred Alger & Company, IncorporatedBroker
March 2014 - December 2018 · 4 yrs 9 mos
Lord, Abbett & CO. LLC
October 2011 - November 2013 · 2 yrs 1 mo
Lord Abbett Distributor LLCBroker
September 2011 - November 2013 · 2 yrs 2 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Chelsea Jean Charette - Financial Advisor | AdvisorDiscover