John R. Carter Corporation (CRD #127634)  provides investment and financial planning advice to clients who demand sound advice and reasonable, consistent returns.  John R. Carter Corporation was founded by John R. Carter who died on May 15, 2011. Ellis M. Balsam (CRD#5860301) has managed John R. Carter Corporation since May 16, 2011 and became President and 100% owner effective July 1, 2011.

I am a fee only advisor with many years of 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 set up a personal meeting or phone interview. I will furnish client references upon mutual interest.