Carter Capital Management is a financial planning and investment management firm that operates on a fee-only basis, meaning it doesn't receive commissions or third-party compensation. Carter Capital Management provides investment supervisory services and financial planning to individuals, high-net-worth individuals, trusts, estates, retirement accounts, and corporate accounts. Financial planning services include retirement planning, estate planning coordination, education funding analysis, tax-aware planning, and insurance planning.
Assets Under Management$73M
Clients36
Advisors1
Avg. per Client$2M
Avg. per Advisor$73M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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