How does the advisor help clients – Key Takeaways:
CARTER & BALSAM ADVISERS is a highly reputable financial advisory firm that prides itself on providing exceptional services to its clients. With a team of experienced and knowledgeable advisors, the firm helps its clients achieve their financial goals and secure a stable financial future.
Facts and Insights
Founded in 2005, CARTER & BALSAM ADVISERS has been in business for over 15 years. The firm currently has over $500 million in assets under management and a team of 10 advisors dedicated to serving their clients. With a focus on building long-term relationships, the firm has a client retention rate of over 95%.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
CARTER & BALSAM ADVISERS offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance and risk management
- Education planning
- Business planning
Client Types
The firm serves a diverse clientele, including individuals, families, business owners, and institutions. With a personalized approach to financial planning, the firm tailors its services to meet the unique needs and goals of each client.
Fees & Compensation
CARTER & BALSAM ADVISERS operates on a fee-only model, which means they do not receive any commissions or compensation from the sale of financial products. This ensures that the firm’s advice is always in the best interest of the clients. The fees charged by the firm are based on a percentage of the client’s assets under management and are disclosed upfront.
Background
The advisors at CARTER & BALSAM ADVISERS have an average of 15 years of experience in the financial industry. With a strong educational background and a deep understanding of the ever-changing financial landscape, the team is well-equipped to guide clients through all market conditions.
Financial Advisor Disclosures to Know
CARTER & BALSAM ADVISERS is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interest of its clients and disclose any potential conflicts of interest. The firm has a clean record with no disciplinary actions or regulatory sanctions.