Shannon Carter is a CFP-designated registered investment advisor at Investrust Consulting, LLC, based in Oklahoma City, OK, with 19 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
InvesTrust Consulting does not have a standard fee schedule, and all fees are negotiable depending on the complexity of the services requested. The firm charges fees based on a percentage of assets, flat fees, or hourly rates, and may apply a minimum fee threshold based on the scope of services. Fees are billed monthly or quarterly in arrears directly to the client or through the client's custodian.
Location
5100 N Classen Boulevard, Suite 620, Oklahoma City, OK, 73118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Investrust Consulting, LLC
State Registrations2 states
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Exams
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