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Matthew Smith is a registered investment advisor at Carter, Terry & Company, INC., based in Atlanta, GA, with 23 years of industry experience. Matthew 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
3340Peachtree Road Suite 1400, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2005Settled
Employment History
Current Registrations
Carter, Terry & Company, INC.
January 2007 - Present · 19 yrs 3 mos
Carter, Terry & Company, INC.
February 2005 - Present · 21 yrs 2 mos
Carter, Terry & Company, INC.Broker
February 2005 - Present · 21 yrs 2 mos
Previous Registrations
Raymond James Financial Services
January 2003 - January 2005 · 2 yrs
Raymond James Financial Services, INC.Broker
May 2002 - January 2005 · 2 yrs 8 mos
State Registrations3 states
GAMENH
AdvisorBroker
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Exams
No exam information available for this advisor.