Carter Advisory Services, INC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
11
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Carter Advisory Services offers comprehensive financial planning, financial plan reviews, specialized analysis on an hourly or project basis, and electronic document storage. They assess client financial goals and provide written plans with recommendations for financial positions, investment planning, income tax planning, and more. Implementation is at the client's discretion.
Fee Structure
The initial financial plan fee normally begins at $5,000 and is negotiable based on complexity and other factors. Financial plan reviews are priced based on the client's situation and ongoing needs, also negotiable. Specialized analysis is billed hourly, ranging from $100 to $450 per hour, depending on the planner and project complexity.
Areas of Practice
Location
12222 Merit Drive, Suite 1800, Dallas, TX, 75251