Carter Financial offers investment advice and manages investment portfolios for individuals, trusts, estates, charitable organizations, and businesses. Carter Financial provides financial planning services covering investment, retirement, estate, charitable, education, and tax planning. Carter Financial acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$250M
Clients160
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The maximum annual fee charged for asset management services will not exceed 1.20%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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