Jeffry Haspel
Jeffry Haspel is a registered investment advisor at Carter, Terry & Company, INC., based in Atlanta, GA, with 36 years of industry experience. Jeffry 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 168 clients with $100M 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.80% |
| $5M+ | 1.50% |
All fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
3340 Peachtree Road Suite 1400, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2001Employment Separation After Allegations
January 2001Other Business Activities
Jeffry is a part-time musician in a band, dedicating about 10-20% of his time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Carter, Terry & Company, INC.
Carter, Terry & Company, INC.
Carter, Terry & Company, INC.Broker
Previous Registrations
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations23 states
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
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