CP
CFA
CP
CFA

Carter Allen Pearl

23 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
72 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$176.0M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

4742 N 24th Street, Suite 300, Phoenix, AZ, 85016

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History

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.

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Employment History
Current Registrations
Intrinsic Value Partners, LLC
November 2012 - Present · 13 yrs 3 mos
Previous Registrations
Pacwest Financial Management INC
August 2002 - December 2012 · 10 yrs 4 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.