Matthew J Smith

Carter, Terry & Company, INC.

23 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Carter, Terry & Company, INC.

Compensation

Fee-Only (AUM)

Firm Size

17 advisors

Number of Clients

185 clients

Average Client Portfolio

$602K average

Assets Under Management

$111.3M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $100K	2.00%
$100K - $500K	2.00%
$500K - $1.0M	2.00%
$1.0M - $2.0M	2.00%
$2.0M - $5.0M	1.75%
$5M+	1.50%

All fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

3060 Peachtree Road Suite 1200, Atlanta, GA, 30305

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2005

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Carter, Terry & Company, INC.

January 2007 - Present · 19 yrs 1 mo

Carter, Terry & Company, INC.

February 2005 - Present · 21 yrs

Carter, Terry & Company, INC.Broker

February 2005 - Present · 21 yrs

Previous Registrations

Raymond James Financial Services

January 2003 - January 2005 · 2 yrs

Raymond James Financial Services, INC.Broker

May 2002 - January 2005 · 2 yrs 8 mos

State Registrations2 states

GANH

AdvisorBroker

Exams

No exam information available for this advisor.