Timothy Terry
Timothy Terry is a registered investment advisor at Carter, Terry & Company, INC., based in Atlanta, GA, with 43 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 185 clients with $110M 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 $100K | 2.00% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
All fees are negotiable.
Fee Estimator
Location
3340Peachtree Road Suite 1400, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 1993Customer Dispute
February 1992Other Business Activities
Timothy is a shareholder in Coycart LLC and a managing director at E88 Properties LLC, both passive real estate investments since 2012. He spends minimal time on these activities and receives no compensation.
Employment History
Current Registrations
Carter, Terry & Company, INC.
Carter, Terry & Company, INC.Broker
Previous Registrations
Argent Securities, INC.Broker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
First Jersey Securities, INC.Broker
State Registrations20 states
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.