Jeffrey Carter is a registered investment advisor at Grand Coast Capital Group, LLC, based in Cohasset, MA, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 2 clients with $35M 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 | 2.00% |
Annual management fee of 2.0% of assets under management. Grand Coast also receives 50% of loan origination fees and 100% of late fees. Grand Coast receives 30% or 40% of distributions made to the members of Fund I or Fund II respectively after members receive an 8% annualized Preferred Return.
Fee Estimator
Location
40 South Main Street 2nd Floor, Cohasset, MA, 02025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey manages and operates Grand Coast Capital Group, LLC, acting as advisor to private real estate equity funds, dedicating full-time hours to this business. He also personally invests in real estate and real estate investments, but this requires minimal time.
Employment History
Current Registrations
Grand Coast Capital Group, LLC
State Registrations1 state
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