Mack Courter
Mack Courter is a CFP-designated registered investment advisor at First Heartland Consultants, INC., based in Manteo, NC, with 17 years of industry experience. Mack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,461 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.
Fee Estimator
Location
Manteo, NC
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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 ActivitiesSells Insurance
Mack is licensed to sell fixed life insurance and annuities in North Carolina and Pennsylvania. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
First Heartland Consultants, INC.
Previous Registrations
Prospera Financial Services, INC.
Courter Financial, LLC
American Express Financial Advisors, INC.
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.