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Amer Rathore is a registered investment advisor at Carter, Terry & Company, INC., based in Atlanta, GA, with 30 years of industry experience. Amer 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
Fee-Only (% of Portfolio)
Firm Size
18 advisors
Number of Clients
185 clients
Average Client Portfolio
$602K average
Assets Under Management
$111.3M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3340 Peachtree Rd Ne, Suite 1400, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (3)
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Employment Separation After Allegations
November 2014Customer Dispute
August 2014Denied
Customer Dispute
January 2007Denied
Employment History
Current Registrations
Carter, Terry & Company, INC.
March 2026 - Present · 1 mo
Carter, Terry & Company, INC.Broker
February 2017 - Present · 9 yrs 2 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
July 2015 - March 2017 · 1 yr 8 mos
Sterne, Agee & Leach, INC.Broker
December 2014 - July 2015 · 7 mos
Oppenheimer & CO. INC.Broker
January 2002 - November 2014 · 12 yrs 10 mos
Josephthal & CO., INC.Broker
July 1996 - January 2002 · 5 yrs 6 mos
Barron Chase Securities, INC.Broker
August 1995 - August 1996 · 1 yr
State Registrations24 states
ALARAZCACOFLGAIAILMAMONCNJNVNYPRRISCTXUTVAWAWVWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.