Barry Mccarter is a CFA-designated registered investment advisor at Mccarter Investments, LLC, based in Gatlinburg, TN, with 14 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 75 clients with $75M 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 | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable based on the size of the account, relationship to the client, or fees charged by local competitors.
Fee Estimator
Location
Gatlinburg, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mccarter Investments, LLC
Previous Registrations
Mccarter Investments, LLC
State Registrations1 state
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