How does the advisor help clients – Key Takeaways:
Carter Capital Management is dedicated to providing expert financial advice and guidance to its clients. They offer a wide range of financial services, cater to various client types, and have a transparent fee structure. Their experienced and well-trained team of financial advisors are committed to helping clients achieve their financial goals.
Facts and Insights
Carter Capital Management has been in business for over 20 years and has a team of 50+ experienced and qualified financial advisors. Their team brings a combined experience of over 100 years in the financial industry, making them a reputable and reliable choice for clients.
In terms of assets under management, Carter Capital Management currently manages over $5 billion in client assets, making them a prominent player in the financial advisory industry. This impressive amount is a testament to their strong track record and customer satisfaction.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50+ | 20+ years |
Financial Services Offered
Carter Capital Management offers a comprehensive range of financial services to cater to various financial needs and goals. Their services include investment management, retirement planning, estate planning, tax planning, and more. They also provide customized financial solutions based on each client’s unique financial situation and goals.
Client Types
Carter Capital Management serves a diverse range of clients including individuals, families, small business owners, and institutions. They have the expertise and resources to effectively manage the financial portfolios of their clients, regardless of their background or financial situation. Their client-centric approach ensures that each client receives personalized attention and tailored solutions.
Fees & Compensation
Carter Capital Management follows a transparent fee structure and is committed to upholding the highest standards of integrity and ethics in their financial advisory services. They charge a percentage of assets under management as their fees, and they do not receive any commissions or kickbacks for investment recommendations. This fee structure aligns their interests with their clients and ensures that they work towards achieving the best possible returns for their clients’ portfolios.
Background
Carter Capital Management was founded in 1998 by John Carter, a highly experienced and reputable financial advisor. Over the years, the firm has grown in size and reputation, and has established itself as a trusted and reliable financial advisory firm. Their team of financial advisors is highly qualified and dedicated to providing top-notch financial expertise and guidance to their clients.
Financial Advisor Disclosures to Know
Carter Capital Management takes compliance and transparency seriously and fully discloses all necessary information to their clients. They adhere to all the relevant federal and state regulations and have a clean record with no disciplinary or legal actions against them. This gives clients peace of mind, knowing that they are working with a credible and trustworthy financial advisor.