Carson Advisory Group offers personalized financial planning and investment management services. This includes determining financial objectives, identifying concerns, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Investment advice, including asset allocation, is an integral part of financial planning. Raymond James acts as custodian for the majority of assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fee schedule will remain in effect for Ambassador contracts signed prior to July 1, 2021. Accounts managed by other asset managers typically charge a manager fee that is in addition to the advisory fee. Each IAR has the ability to reduce fees based on total family or corporate relationship. Commonly, fees are discounted for nonprofit clients and 401(k)/Profit Sharing Plans.