Carter Masteller is a CFP-designated registered investment advisor at Stevens Capital Partners, based in Omaha, NE, with 2 years of industry experience. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 681 clients with $810M 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 $375K | Included |
| $375K+ | 1.35% |
Accounts valued at $375,000 and below pay a flat fee of $5,000 per year. Fees are negotiable, pro-rated, and paid in advance quarterly.
Fee Estimator
Location
15514 Spaulding Plaza, Suite D02, Omaha, NE, 68116
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 →Employment History
Current Registrations
Stevens Capital Partners
Previous Registrations
Allen Capital Group, LLC
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.
Exams
More Advisors
- Ken Keyani, CFAStevens Capital Partners
- David Stevens, CFPStevens Capital Partners
- Jacob Anderson, CFPStevens Capital Partners
- Michele Prell, CFPStevens Capital Partners
- Ryan PrambergStevens Capital Partners
- Kevin Murphy, CFPStevens Capital Partners