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Facts and Insights
CARTER, TERRY & COMPANY, INC. is a financial advisory firm that provides expert guidance and advice to clients in all areas of finance. The firm has a team of seasoned professionals who have extensive experience and knowledge in the financial industry. Their goal is to help clients achieve their financial goals and make smart financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 25 years |
Financial Services Offered
CARTER, TERRY & COMPANY, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. By offering a comprehensive suite of financial services, the firm is able to provide tailored solutions to each client’s unique financial situation.
Client Types
The firm serves a diverse group of clients, including individuals, families, and businesses of all sizes. They work closely with each client to understand their specific financial goals and develop customized strategies to help them achieve those goals. The firm’s focus on building long-term relationships allows them to provide ongoing support and guidance to their clients as their financial needs evolve.
Fees & Compensation
CARTER, TERRY & COMPANY, INC. operates under a fee-based compensation structure, meaning they are paid a percentage of the assets they manage for clients. This aligns their interests with those of their clients, as their compensation is directly tied to the performance of their clients’ portfolios. The firm believes in transparency and strives to keep fees and expenses as low as possible for their clients.
Background
The founders of CARTER, TERRY & COMPANY, INC., John Carter and Sarah Terry, have a combined 50 years of experience in the financial industry. They started the firm with the goal of providing personalized and unbiased financial advice to clients. Today, the firm is known for its exceptional service and proven track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial expert, it is important to note that CARTER, TERRY & COMPANY, INC. has no regulatory disclosures or disciplinary actions on their record. This means that the firm and its advisors have a clean history and operate with the highest level of integrity.
How does the advisor help clients – Key Takeaways:
The team at CARTER, TERRY & COMPANY, INC. is dedicated to helping clients make informed financial decisions and achieve their long-term financial goals. They offer a wide range of personalized services and operate under a transparent fee structure. With a strong track record, a clean regulatory record, and a commitment to exceptional service, the firm is a trusted partner for all of its clients’ financial needs.