Mack Courter is a CFP-designated registered investment advisor at Courter Financial, LLC, 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 Financial Planning & Coaching, Investment Management. Their firm serves 128 clients with $24M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable, but no client will pay more than 2% annually. Significant discounts are offered to associated persons and their friends and family.
Fee Estimator
Location
Manteo, NC
Get directionsHistory
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
Courter Financial, LLC
Previous Registrations
Prospera Financial Services, INC.
American Express Financial Advisors, INC.
State Registrations2 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.