Carter Hatch is a registered investment advisor at Reap in Wealth Management, LLC, based in Tampa, FL, with 24 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 627 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
REAP In Wealth Management (RWM) primarily uses third-party money managers. Here's how the fees work:
- If RWM manages your portfolio directly: If your portfolio is over $1,000,000, RWM will charge 1% per year.
- If RWM uses Orion Portfolio Solutions (OPS): The total fee ranges from 1.1% to 1.65% per year, split between OPS and RWM, depending on the amount you invest.
- If RWM uses Matson Money or Brookstone Capital: The total fee is 1.7% per year, split between the sub-advisor (0.5%) and RWM (1.2%).
Location
Tampa, FL
Get directionsHistory
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 →Employment History
Current Registrations
Reap in Wealth Management, LLC
Previous Registrations
Private Client Services, LLCBroker
Foreside Financial Services, LLCBroker
Northern Lights Distributors, LLCBroker
Grant Williams L.P.Broker
Curian Capital, LLC
Investment Centers of America, INC.Broker
Putnam Retail Management Limited PartnershipBroker
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
More Advisors
- Salvatore Ricco, ChFCCambridge Investment Research Advisors, INC.
- Larry Parkin, CFPHb Wealth
- James Vondrak, CFP, ChFC
- Mark Maurer, CFPCapital Investment Advisory Services, LLC
- Joseph Henninger, CFPQ3 Advisors, LLC
- Kendall Maccagnan, CFPOff the Bay Wealth LLC