Carter & Balsam Advisers manages investment accounts and provides advice on financial matters. They tailor their services to each client's individual needs, considering their financial goals, age, net worth, risk tolerance, and liquidity needs. Carter & Balsam only manages accounts where they have the authority to make trades without asking first. They invest in various securities, including stocks, bonds, and mutual funds.
Assets Under Management$15M
Clients7
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,600
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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