Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
11
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Carter Advisory Services offers comprehensive financial planning, financial plan reviews, specialized analysis on an hourly or project basis, and electronic document storage. They assess client financial goals and provide written plans with recommendations. Implementation is at the client's discretion. They do not manage assets or participate in wrap fee programs.
Initial financial plans start at $5,000, but the fee is negotiable. Hourly fees for specialized analysis range from $100 to $450.
12222 Merit Drive, Suite 1800, Dallas, TX, 75251