Todd Carter is a registered investment advisor at The Blue Oak Group, LLC, based in Boston, MA, with 15 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are generally non-negotiable, but exceptions may be made on a client-by-client basis based on extraordinary circumstances. Captive Insurance Company client fees may be negotiable. There is also a separate fee schedule for clients seeking advice related to a particular capital strategy or investment.
Fee Estimator
Location
One Boston Place, Suite 2600, Boston, MA, 02108
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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
Todd co-owns and operates Mercer Consulting, LLC, a real estate consulting firm, and The Blue Oak Group, LLC, a registered investment adviser. He dedicates about a quarter of his time to each of these businesses.
Employment History
Current Registrations
The Blue Oak Group, LLC
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
State Registrations1 state
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