CB
CB
Carla Brown
29 Years of Experience
Atlanta, GA
1 DisclosureBroker
Carla Brown is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 29 years of industry experience. Carla 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 129,307 clients with $77B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3630 Peachtree Rd, Ne, Ste 250, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
August 2019Employment History
Current Registrations
Truist Advisory Services, INC.
February 2017 - Present · 9 yrs 8 mos
Truist Investment Services, INC.
January 2016 - Present · 10 yrs 9 mos
Truist Investment Services, INC.Broker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Jefferies LLCBroker
May 2011 - November 2015 · 4 yrs 6 mos
Deutsche Bank Securities INC.Broker
October 2008 - April 2011 · 2 yrs 6 mos
Bear, Stearns & CO. INC.
October 2003 - September 2008 · 4 yrs 11 mos
Bear, Stearns & CO. INC.Broker
October 2003 - September 2008 · 4 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2003 - October 2003 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2002 - October 2003 · 1 yr 4 mos
UBS Painewebber INC.Broker
October 1996 - May 2002 · 5 yrs 7 mos
Compass Brokerage, INC.Broker
June 1996 - July 1996 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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.
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