Carter, Terry & Company, INC.
Assets Under Management
$111.3M
Number of Clients
185
Number of Advisors
17
Average Client AUM
$602K
AUM per Advisor
$6.5M
Compensation
Fee-Only (AUM)
About This Firm
Carter, Terry & Company, Inc. is an investment advisor and broker/dealer offering portfolio management services using stocks, bonds, mutual funds, and ETFs. They also recommend third-party investment managers. Investment strategies are tailored to client objectives and risk tolerances. The firm manages accounts on a discretionary or non-discretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
All fees are negotiable and defined in your Investment Advisory Agreement.
Fee Estimator
Fees are negotiable and based on a floating rate schedule, calculated on the net market value of assets in your account. The fee is billed quarterly. In addition to our fee, you may be required to pay other charges such as custodial fees, internal fees and expenses charged by mutual funds, ETFs and variable annuities, fees charged by third party money managers, maintenance and termination fees for IRAs, certain retirement and qualified accounts; and, other fees, commissions and taxes on brokerage accounts and securities transactions. The firm generally requires a minimum investment account of $25,000, but this may be waived at their discretion.
Areas of Practice
Location
3060 Peachtree Rd Nw, Suite 1200, Atlanta, GA, 30305