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How does the advisor help clients – Key Takeaways:
The team at Carter Advisory Services, Inc. assists clients in achieving their financial goals by offering expert advice, personalized strategies, and comprehensive financial services. They strive to build long-term relationships with their clients and provide ongoing support and guidance.
- Expert financial advice
- Personalized strategies
- Comprehensive financial services
- Long-term relationship building
- Ongoing support and guidance
Facts and Insights
With a team of experienced financial advisors, Carter Advisory Services, Inc. has helped numerous clients achieve financial success. They have a deep understanding of the financial market and use this knowledge to provide valuable insights to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Carter Advisory Services, Inc. offers a wide range of financial services to meet the unique needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
Carter Advisory Services, Inc. caters to a diverse clientele, including individuals, families, and small businesses. They have the expertise to understand the different financial needs and goals of their clients and provide tailored solutions to each.
Fees & Compensation
Carter Advisory Services, Inc. operates on a fee-only basis, meaning they do not earn commissions from the financial products they recommend. This ensures that their advice is always in the best interest of their clients. The fees are based on a percentage of the assets under management, providing an incentive to help their clients’ portfolios grow.
Background
Carter Advisory Services, Inc. was founded in 2006 by Mr. John Carter, a highly experienced and knowledgeable financial advisor. He leads a team of experts who are dedicated to providing top-notch financial advice and services to their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any disclosures or conflicts of interest that may exist. Carter Advisory Services, Inc. is required to disclose any pertinent information, including their fees, services, and potential conflicts of interest, to their clients before entering a formal agreement. This ensures transparency and allows clients to make informed decisions.