Carter & Balsam Advisers (CRD# 127634), formerly John R. Carter Corporation, provides investment management to clients who demand sound advice and reasonable consistent returns. Ellis M. Balsam (CRD# 5860301) has managed the Company since the passing of John R. Carter, the founder, in 2011.
I am a fee only adviser with many years of experience in dealing with financial and investment matters. If you’re nervous about commission driven salesmen masquerading as financial advisers or trusting your future to a 30 year old MBA, you’re in the right website.
Your investments are managed considering your financial objectives, age, net worth, risk tolerance, and liquidity needs. I invest in what’s prudent and avoid what’s not.
My fees are .150% per quarter for personalized portfolio management. There is a minimum fee of $400 per quarter.
If you’re interested in meeting with me, please contact me to set up a personal meeting or phone interview. I will furnish client references upon mutual interest.