Carter Mcclung is a CFP-designated registered investment advisor at Blue Rock Financial Group, based in Rehoboth Beach, DE, with 4 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 317 clients with $340M 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 | 1.50% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.92% |
| $3.0M - $4.0M | 0.79% |
| $4.0M - $5.0M | 0.66% |
| $5.0M - $7.5M | 0.54% |
| $7.5M+ | 0.39% |
Fees may be negotiable. For Hero Wealth Management, the advisory fee is 0.75% annually, in addition to the Betterment Institutional platform fee.
Fee Estimator
Location
37458 Oyster House Road, Rehoboth Beach, DE, 19971
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Blue Rock Financial Group
State Registrations1 state
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