Carter Thomas is a CFP-designated registered investment advisor at Abound Wealth Management, LLC, based in Franklin, TN, with 12 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 733 clients with $1.4B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum portfolio value is generally $750,000 and the minimum annual fee is $7,500. Fees may be negotiable.
Fee Estimator
Location
317 Main Street, Suite 201, Franklin, TN, 37064
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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
Abound Wealth Management, LLC
Previous Registrations
Mastrapasqua Asset Management, INC.
H B Sconyers and Company, LLC
State Registrations1 state
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