Brian Adams is a registered investment advisor at Carter, Terry & Company, INC., based in Atlanta, GA, with 29 years of industry experience. Brian 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 (1)
Customer Dispute
October 2024Other Business Activities
Brian has a 33.3% ownership stake in Farside Property and is an investor in SIC Enterprises. He also is involved with Argus Walbe, an import/export business, dedicating minimal time to each activity.
Employment History
Current Registrations
Carter, Terry & Company, INC.
Carter, Terry & Company, INC.Broker
Previous Registrations
Morgan Stanley Dw INC.Broker
Dean Witter Reynolds INC.Broker
Vtr Capital, INC.Broker
State Registrations22 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.