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Carter Asset Management
Abilene, Texas
5.0
3 Reviews
Carter Asset Management is a small investment advisory firm based out of Abilene, TX. With eight dedicated employees, including two skilled investment advisors, the firm provides personalized financial guidance to a diverse clientele. Their average assets under management per investment advisor amount to approximately $70,240,000, aligning with the industry average. Carter Asset Management employs a flexible compensation structure, incorporating various methods such as a percentage of assets under management and performance-based fees.
The firm boasts an impressive track record, managing over $357,916,000 in assets for more than ...see more
Assets Under Mgmt
$357.92M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Carter Asset Management
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