Carson Group Investing (CGI) offers investment management services through specialized model portfolios, ranging from conservative to aggressive, using a sub-advisory arrangement with other registered investment advisor firms. CGI manages assets on a discretionary basis, making investment decisions without prior client consultation. Accounts are held primarily at TD Ameritrade Institutional, Fidelity Institutional Wealth Services, and Charles Schwab. CGI also serves as a sub-advisor to affiliated or unaffiliated registered investment advisors.
Fee Structure
Carson Group Investing (CGI) manages investments for an annual fee based on a percentage of the market value of your account. This fee can range up to 1.00% and is negotiable based on factors like account size and complexity. This fee does not include fees charged by the Introducing Advisor or the Referring Advisor, which can range up to 1.50%, bringing the total advisory fee to a maximum of 2.50%. The annual fee is billed quarterly in advance. In sub-advisor relationships, all fees are paid to CGI, which then pays a portion to the Referring Advisor.