Carter Hansard is a CFP-designated registered investment advisor at Barnett & CO INC, based in Chattanooga, TN, with 11 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 116 clients with $140M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees may be subject to negotiation in limited circumstances.
Fee Estimator
Location
1300 Broad Street, Suite 303, Chattanooga, TN, 37402-4476
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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
Barnett & CO INC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Synovus Securities, INC.Broker
Synovus Securities, INC.
Ftb Advisors, INC.
Ftb Advisors, INC.Broker
State Registrations1 state
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.