Carter, Terry & Company, Inc. is an investment advisor and broker/dealer that manages investment assets for clients or recommends third-party investment managers. Carter Terry works with clients to identify their investment goals, objectives, and risk tolerances to structure an investment account and strategy. The firm's representatives may manage accounts directly or recommend unaffiliated third-party investment managers.
Assets Under Management$110M
Clients185
Advisors18
Avg. per Client$600K
Avg. per Advisor$6.2M
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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