Carter Pearl is a CFA-designated registered investment advisor at Intrinsic Value Partners, LLC, based in Phoenix, AZ, with 23 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 72 clients with $180M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
The investment management fee charged by IVP does not include any fees charged by Independent Investment Managers for their services provided to clients. The fee assessed by IVP for portions of the client account managed by Independent Managers shall be increased by the amount of the Independent Manager’s fee. The maximum fee charged by Independent Managers is .25% (25 basis points). IVP, in its sole discretion, may negotiate to charge a lesser fee.
Fee Estimator
Location
4742 N 24th Street, Suite 300, Phoenix, AZ, 85016
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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 →Employment History
Current Registrations
Intrinsic Value Partners, LLC
Previous Registrations
Pacwest Financial Management INC
State Registrations2 states
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