Bill Edward Carter
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fee Estimator
RJFSA offers wrap fee programs where you pay an annual fee based on the assets managed. The fee covers advisory and brokerage services. The Ambassador Wrap Fee Program and OSM Dual Contract Platform both have the same fee schedule: 2.25% up to $1M, 2.00% for $1M-$2M, 1.75% for $2M-$5M, 1.50% for $5M-$10M, and 1.25% for $10M+. These fees do not include other expenses like fund operating costs, custodial fees, or regulatory fees. Fees may be negotiable based on the relationship with the advisor.
Areas of Practice
Advisor Information
Office location
12222 Merit Dr, Ste. 1800, Dallas, TX, 75251
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bill is a committee member for Senior Source Investment Committee, a partner in Bill and Bob Carter Ranch, CEO/Owner of Carter Advisory Services, owner of Carter Financial Management, co-owner of CPTech, a board member for Dallas A&M Club, and an agent for Lincoln Financial Group. He dedicates about a quarter of his time to Carter Advisory Services.