Terry Carr is a registered investment advisor at Novak & Powell Financial Services, INC., based in Largo, FL, with 34 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Special Needs Planning, and 1 more. Their firm serves 426 clients with $360M 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 $500K | 2.25% |
| $500K - $750K | 2.25% |
| $750K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees for accounts over $5,000,000 are negotiable. Minimum portfolio value is generally $500,000, but exceptions may be made at the firm's discretion.
Fee Estimator
Location
14385 Walsingham Road, Largo, FL, 33774
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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 →Other Business Activities
Terry owns Carr Capital Management, Inc., a support corporation for RJFS activities, dedicating full-time hours to it. Terry also owns a tax preparation business, spending about 10-20% of their time on it.
Employment History
Current Registrations
Novak & Powell Financial Services, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Sunpoint Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations2 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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