Kristin Walsh Montet
Investment Adviser Representative at CARTER, TERRY & COMPANY, INC.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| 0 - $100,000 | 2.00% |
| $100,001 - $500,000 | 2.00% |
| $500,001 - $1,000,000 | 2.00% |
| $1,000,001 - $2,000,000 | 2.00% |
| $2,000,001 - $5,000,000 | 1.80% |
| Over $5,000,000 | 1.50% |
Firm-stated minimum; may be waived at the firm's discretion.
Carter, Terry & Company, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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