Carson Capital offers investment management and financial planning services. Investment management involves creating a plan based on your goals and risk tolerance, using various investment strategies. Financial planning covers areas like retirement, savings, insurance, and estate planning. Carson Capital may recommend third-party technology solutions. Carson Capital also provides retirement plan advisory services to plan sponsors.
Fee Structure
Carson Capital charges a combination of a flat monthly fee and a percentage of your investments for managing your portfolio. If your investments are below a certain amount, you'll pay a flat fee up to $3,000 per month. If your investments exceed that threshold, you'll pay up to 1.5% annually of the assets they manage. The exact fee will be outlined in your agreement. Fees are paid monthly, based on the value of your account at the end of the previous month.