Brice Carter
Brice Carter is a CFP, ChFC-designated registered investment advisor at Financial Strategies Group, INC, based in Okemos, MI, with 14 years of industry experience. Brice 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 Road., Suite 2, Okemos, MI, 48864
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Brice works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, dedicating minimal time. He also operates under the DBA Financial Strategies Group, Inc. to sell New York Life products and services, and serves as a board member for Child and Family Charities, providing services to underprivileged youth, dedicating minimal time.
Employment History
Current Registrations
Financial Strategies Group, INC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.