Carter, Terry & Company, Inc. is a registered investment advisor and broker-dealer based in Atlanta, Georgia, originally founded in 1985. The firm provides portfolio management services tailored to individual client goals, risk tolerances, and investment objectives, utilizing stocks, bonds, mutual funds, and exchange-traded funds. Advisors at Carter, Terry & Company can manage accounts on either a discretionary or non-discretionary basis and may also recommend third-party investment managers. In addition to standard advisory accounts, the firm offers a wrap fee program that bundles advisory, custodial, and brokerage fees into a single cost. Because many of the firm's representatives are also registered representatives of its broker-dealer or licensed insurance agents, they may earn commissions or other compensation such as marketing fees on certain products, creating a potential conflict of interest, though the firm maintains a legal obligation to act in clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.80% |
| $5M+ | 1.50% |
All fees are negotiable at the firm's sole discretion.