Carter Bennett is a CFP-designated registered investment advisor at Dew Wealth Management, based in Scottsdale, AZ, with 6 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 7 more. Their firm serves 246 clients with $460M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Schedule reflects the Maintenance Mode tier structure. Investment management is also available through other advisory programs with asset-based rates ranging from 0.30% to 0.40%.
Fee Estimator
Location
8888 E. Raintree Drive, Suite 110, Scottsdale, AZ, 85260
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 Activities
Carter is the head film critic for Film Junkie Reviews, a podcast, since 2014, dedicating a few hours per week. Carter is also a member of No Friends at Dusk, buying and selling used watches, dedicating minimal time to this activity.
Employment History
Current Registrations
Dew Wealth Management
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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.
Exams
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