Carter Mansbach is a registered investment advisor at Atcap Partners, LLC, based in Jupiter, FL, with 32 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 218 clients with $63M 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 $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee. No transaction fees. Transaction fees may be paid by the client, resulting in a lower AUM fee.
Fee Estimator
Location
Jupiter, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2020Financial
January 2019Customer Dispute
July 2011Other Business Activities
Carter is the president of Jupiter Wealth Strategies since 2011. This is a corporation for tax purposes only and requires minimal time.
Employment History
Current Registrations
Atcap Partners, LLC
Ceros Financial Services, INC.
Ceros Financial Services, INC.Broker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Investacorp Advisory Services INC
Investacorp, INC.Broker
National Securities CorporationBroker
The Concord Equity Group, LLCBroker
International Assets Advisory, LLCBroker
Wachovia Securities Financial Network, INC.Broker
The Concord Equity Group, LLCBroker
Carnegie Investor Services INC.Broker
Meyers Pollock Robbins, INC.Broker
Vtr Capital, INC.Broker
M.S. Farrell & Company, INC.Broker
Fsg Securities, INC.Broker
Westfield Financial CorporationBroker
Beacon Securities, INC.Broker
State Registrations15 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.