Annetta Carter
Annetta Carter is a registered investment advisor at Impact Partnership Wealth, LLC, based in Tyler, TX, with 5 years of industry experience. Annetta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
3347 Old Jacksonville Hwy, Ste 200, Tyler, TX, 75701
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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 ActivitiesSells Insurance
Annetta is an agent/owner at Magnolia Financial Strategies, focusing on Medicare, prescription drug plans, and life insurance sales and service, dedicating full-time hours to this. She also serves as a board member for a non-profit ministry, spending minimal time on it.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Securian Financial Services, INC.
State Registrations1 state
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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