Kristin Montet is a registered investment advisor at Carter, Terry & Company, INC., based in Atlanta, GA, with 43 years of industry experience. Kristin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 168 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.80% |
| $5M+ | 1.50% |
All fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
3340Peachtree Road Suite 1400, Atlanta, GA, 30326
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Regulatory 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 Activities
Kristin is the CFO of Carter Terry & Co. Inc. and the President/Owner of Montet Consultants Inc.
Employment History
Current Registrations
Carter, Terry & Company, INC.
Carter, Terry & Company, INC.
Carter, Terry & Company, INC.Broker
Previous Registrations
Paces Battle Group, INC.Broker
Bankers Banc Capital CorporationBroker
Fig Partners, LLCBroker
Johnson, Lane, Space, Smith & CO., INC.Broker
Prudential-Bache Securities INC.Broker
Isfa CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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