Carter Bick

25 Years of Experience

San Mateo, CA

1 Disclosure

Carter Bick is a registered investment advisor at Arbor Capital Management, LLC, based in San Mateo, CA, with 25 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $15M in assets under management.

Arbor Capital Management, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

2 advisors

Number of Clients

1 client

Average Client Portfolio

$14.8M average

Assets Under Management

$14.8M

Fee Structure

Minimum Investment:$500K

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	2.00%

Arbor Capital also typically is allocated from each Fund limited partner a performance allocation equal to 20% of net profits (including both realized and unrealized gains and losses) otherwise allocable to such limited partner.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

155 Bovet Road, Suite 406, San Mateo, CA, 94402

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 1994

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Arbor Capital Management, LLC

July 2000 - Present · 25 yrs 10 mos

State Registrations1 state

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.

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