Carter Financial Group, Inc.
Carter Financial Group, Inc. is a reputable investment advisory firm headquartered in Barrington, IL, with two office locations. With a dedicated team of nine professionals, including four experienced investment advisors, the firm offers comprehensive financial guidance and investment services to a diverse clientele.
Benefiting from an average of $58,330,000 in assets under management per investment advisor, Carter Financial Group, Inc. maintains a competitive position within the industry. Their compensation structure encompasses various models, such as a percentage of assets under management, fixed fees, and commissions, ensuri...see more
Assets Under Mgmt
$233.32M
Investment Professionals
4
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Carter Financial Group, Inc.
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