I invested with Carter & Carter for about 1 1/2 years and then transferred all assets into a self-managed account. While I made a modest amount of money with them, I came to know them as...

I trusted them for years with my finances. They did nothing to protect my assets from my Partner of 20 years. They handled my finances alright. Handed everything to my ex. Never insisted on me...

Avoid this firm if you desire an actively managed investment portfolio that truly caters to the client. Their fees are excessive and the remaining 2 planners have ridden the market upswing since...