Mark Carter
Mark Carter is a ChFC-designated registered investment advisor at Financial Strategies Group, INC, based in Okemos, MI, with 37 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,224 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Strategies Group manages investment portfolios for clients, charging a fee based on the value of the account. The maximum annual fee is 1.50%. Fees are negotiable and are deducted from client accounts. FSG may use third-party investment advisory firms to help implement investment portfolios.
Location
2270 Jolly Oak Road., Suite 2, Okemos, MI, 48864
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2024Customer Dispute
October 2006Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Mark owns Carter Real Estate Holdings, LLC, which was set up for rental property and takes minimal time. He is also an insurance agent with Financial Strategies Group Insurance Agency, LLC, selling life, disability, LTC, and annuities, dedicating a few hours per week.
Employment History
Current Registrations
Financial Strategies Group, INC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
First American National Securities, INC.Broker
State Registrations2 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.