Carter & Balsam Advisers (CRD# 127634) provides investment management to clients who demand sound advice and reasonable consistent returns. Ellis M. Balsam (CRD# 5860301) has managed the Company since 2011.

I am a fee only adviser with many years of experience in dealing with financial and investment matters.

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.

Check the background of this firm on FINRA’s BrokerCheck #127634
Check the background of this investment professional on FINRA’s BrokerCheck #5860301