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McCarter Investments, LLC is a leading financial advisory firm that provides personalized investment solutions to its clients. With a team of experienced and knowledgeable advisors, the firm is dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment solutions
- Team of experienced and knowledgeable advisors
- Dedicated to helping clients achieve their financial goals
Facts and Insights
McCarter Investments, LLC has been in business for over 25 years, providing financial advice and solutions to clients across a wide range of industries. With a strong track record of success, the firm has built a reputation for delivering excellent returns and exceptional customer service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 25 years |
Financial Services Offered
McCarter Investments, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
Client Types
The firm works with a wide range of clients, including high net worth individuals, businesses, and non-profit organizations. They are committed to understanding the unique financial needs and goals of each client and tailoring their services accordingly.
Fees & Compensation
McCarter Investments, LLC operates on a fee-based compensation structure, which means that their fees are based on a percentage of the assets under management. This ensures that their interests align with those of their clients, as their fee is directly tied to the success of their investments.
Background
The firm was founded by John McCarter, a seasoned financial expert with over 30 years of experience in the industry. His vision was to create a firm that prioritizes the needs of its clients and provides them with unbiased and transparent financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, McCarter Investments, LLC is held to the highest standard of ethical and professional conduct. They have a legal obligation to always act in the best interests of their clients and fully disclose any potential conflicts of interest.