Scott Carson
Scott Carson is a registered investment advisor at Carsonallaria Wealth Management, LTD., based in Glen Carbon, IL, with 33 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 643 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable for accounts over $3,000,000. The fee for accounts $0-$250,000 is a fixed fee of $2,875.
Fee Estimator
Location
1 Ginger Creek Meadows Dr, Glen Carbon, IL, 62034
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a sole proprietor selling non-variable insurance products since 1994, dedicating about 10-20% of his time to this. He also works full-time as a registered investment advisor at CarsonAllaria Wealth Management, LTD, and spends about 10-20% of his time soliciting life and LTC insurance policies as an agent with PKSF/Ash Brokerage.
Employment History
Current Registrations
Carsonallaria Wealth Management, LTD.
Previous Registrations
Visionary Wealth Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Meridian Financial Group, LTD.
Meridian Financial Group, LTD.
LPL Financial LLC
LPL Financial LLCBroker
Royal Alliance Associates, INC.Broker
Polite & CO., INC.Broker
North American Management, INC.Broker
CUNA Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.