Barrett Carter is a registered investment advisor at Lexus Wealth Management, based in Omaha, NE, with 23 years of industry experience. Barrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 284 clients with $42M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Blended fee schedule.
Fee Estimator
Location
11422 Miracle Hills Dr. Suite 408, Omaha, NE, 68154
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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 →Employment History
Current Registrations
Lexus Wealth Management
Previous Registrations
Evergreen Capital Management INC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
PNC Investments
PNC InvestmentsBroker
PNC Investments
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
Banc One Securities CorporationBroker
Edward JonesBroker
State Registrations3 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.