Assets Under Management
$111.3M
Number of Clients
185
Number of Advisors
17
Average Client AUM
$602K
AUM per Advisor
$6.5M
Compensation
Fee-Only (AUM)
Carter, Terry & Company, Inc. offers portfolio management services, managing client investments in stocks, bonds, mutual funds, and ETFs. They work with clients to identify investment goals and risk tolerances. They may also recommend third-party investment managers. Accounts can be managed on a discretionary or non-discretionary basis.
| 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.
3060 Peachtree Rd Nw, Suite 1200, Atlanta, GA, 30305