Hannah Carter
Hannah Carter is a registered investment advisor at Carter Financial Group, INC., based in Barrington, IL, with 3 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 826 clients with $380M 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 $250K | 2.50% |
| $250K - $500K | 2.30% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Carter Financial's investment management fee is negotiable. The total managed account fee will include Carter Financial’s tiered fee, plus a model manager and platform fee if the sub-adviser’s platform is utilized (sub-adviser’s fee portion is non-negotiable).
Fee Estimator
Location
222 South Cook Street, Barrington, IL, 60010
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hannah works as an insurance agent, selling life, accident, and health insurance.
Employment History
Current Registrations
Carter Financial Group, INC.
State Registrations1 state
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.