Joe Carter is a registered investment advisor that manages investments using a "market-neutral" style, aiming to profit from both income and capital gains. Investment advice is tailored to each client's risk tolerance, and clients can place restrictions on specific investments. Joe Carter primarily works with individuals, high net worth individuals, pension and profit sharing plans, corporations and local governments/municipal entities.
Assets Under Management$7.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$7.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.30% |
| $1.0M - $3.0M | 0.25% |
| $3M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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