Belfield Howell Carter

Carter, Terry & Company, INC.

57 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Carter, Terry & Company, INC.

Compensation

Fee-Only (AUM)

Firm Size

17 advisors

Number of Clients

185 clients

Average Client Portfolio

$602K average

Assets Under Management

$111.3M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	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

3060 Peachtree Road Suite 1200, Atlanta, GA, 30305

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Belfield is a shareholder in Coycart LLC, a real estate speculation partnership, since 2012. He also has an interest in E88 Properties LLC, a real estate investment, dedicating minimal time to these activities.