Brandon Carter is a CFP, ChFC-designated registered investment advisor at Financial Strategies Group, INC, based in Okemos, MI, with 18 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,224 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Strategies Group manages investment portfolios for clients, charging a fee based on the value of the account. The maximum annual fee is 1.50%. Fees are negotiable and are deducted from client accounts. FSG may use third-party investment advisory firms to help implement investment portfolios.
Location
2270 Jolly Oak Rd., Suite 2, Okemos, MI, 48864
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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.
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Brandon invests in real estate for rental purposes since 2012, dedicating a few hours per week. He is also a board member for New Life Lutheran Church since 2016, spending minimal time on this activity.
Employment History
Current Registrations
Financial Strategies Group, INC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 states
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