Welcome to My Website
 


John R. Carter Corporation provides investment and financial planning advice to clients who demand sound advice and reasonable, consistent returns.

I am a fee only advisor with many years experience in dealing with financial and investment matters. If you're nervous about commission driven salesmen masquerading as financial advisors 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 and risk tolerance; I invest in what's prudent and avoid what's not.

 

My fees are .125% per quarter for personalized portfolio management and other projects are charged at flat fees agreed to in advance.

If you're interested in meeting with me, please contact me to setup a personal meeting or phone interview. I will furnish client references upon mutual interest.


 

 

 

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