Carl Terzer is a registered investment advisor at Capvisor Associates, LLC, based in Dawsonville, GA, with 17 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $670M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
27 clients
Average Client Portfolio
$25.0M average
Assets Under Management
$674.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $1.3M | 0.70% |
| $1.3M - $1.5M | 0.65% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Dawsonville, GA
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Capvisor Associates, LLC
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Capvisor Associates, LLC
August 2009 - August 2017 · 8 yrs
Principal Global Investors
January 2008 - September 2008 · 8 mos
Princor Financial Services Corporation
January 2007 - January 2008 · 1 yr
State Registrations1 state
GA
Advisor
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
No exam information available for this advisor.