| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
12222 Merit Dr, Ste. 1800, Dallas, TX, 75251
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Bill is a committee member for Senior Source Investment Committee, a partner in Bill and Bob Carter Ranch, CEO/Owner of Carter Advisory Services, owner of Carter Financial Management, co-owner of CPTech, a board member for Dallas A&M Club, and an agent for Lincoln Financial Group. He dedicates about a quarter of his time to Carter Advisory Services.