Carter Moss is a registered investment advisor at Missionsquare Retirement, based in Suffolk, VA, with 19 years of industry experience. Carter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40,527 clients with $6.3B 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 $100K | 0.50% |
| $100K - $300K | 0.40% |
| $300K - $500K | 0.30% |
| $500K+ | 0.20% |
Fees may be waived or discounted by agreement between the firm and your plan sponsor. Legacy clients may pay lower fees.
Fee Estimator
Location
Suffolk, VA
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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 →Employment History
Current Registrations
Missionsquare Retirement
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Previous Registrations
Ing Investment Advisors, LLCBroker
Gwfs Equities, INC.Broker
State Registrations4 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.
Exams
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