Rhett Carter
Rhett Carter is a CFA-designated registered investment advisor at Heights Investment Partners, LLC, based in Houston, TX, with 11 years of industry experience. Rhett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 76 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
3415 Mercer St, Suite F., Houston, TX, 77027
Get directionsHistory
Regulatory History (1)
Criminal
February 2006Other Business Activities
Rhett co-manages a portfolio for Cumberland Growth Partners, providing investment analysis, and is a managing member of 400 Minerals Holdings, LLC, which holds mineral rights. He also serves as a board member for Christian Community Service Center, advising on endowment asset allocation, dedicating minimal time to each activity.
Employment History
Current Registrations
Heights Investment Partners, LLC
Previous Registrations
UBS Financial Services 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.