TrueAdvisor
TrueAdvisor
BC
BC

Barrett Carter

Lexus Wealth Management
24 Years of Experience
Lawrenceville, GA
View SEC Summary
View SEC Summary

Barrett Carter is a registered investment advisor at Lexus Wealth Management, based in Lawrenceville, GA, with 24 years of industry experience. Barrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 284 clients with $42M in assets under management.

Lexus Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
284 clients
Average Client Portfolio
$149K average
Assets Under Management
$42.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $5.0M1.00%
$5M+0.75%

Fees are billed monthly in arrears based on the average daily balance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1755 N Brown Rd., Suite 200, Lawrenceville, GA, 30043

Get directions

History

Regulatory History
Clean regulatory record

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
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Evergreen Capital Management INC
February 2020 - June 2023 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2014 - October 2019 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2014 - October 2019 · 5 yrs 3 mos
PNC Investments
August 2012 - February 2014 · 1 yr 6 mos
PNC InvestmentsBroker
August 2012 - February 2014 · 1 yr 6 mos
PNC Investments
August 2012 - August 2012 · 0 mos
Chase Investment Services CORP.
November 2010 - June 2012 · 1 yr 7 mos
Chase Investment Services CORP.Broker
November 2010 - June 2012 · 1 yr 7 mos
Waddell & Reed, INC.
October 2009 - October 2010 · 1 yr
Waddell & Reed, INC.Broker
October 2009 - October 2010 · 1 yr
Cco Investment Services CORP.
September 2007 - January 2009 · 1 yr 4 mos
Cco Investment Services CORP.Broker
December 2005 - January 2009 · 3 yrs 1 mo
Charter One Securities, INC.Broker
July 2005 - December 2005 · 5 mos
Banc One Securities CorporationBroker
May 2001 - June 2005 · 4 yrs 1 mo
Edward JonesBroker
August 2000 - March 2001 · 7 mos
State Registrations3 states
GAILTX
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Lawrenceville, GA →All financial advisors in Georgia →