Assets Under Management
$7.4M
Number of Clients
28
Number of Advisors
1
Average Client AUM
$263K
AUM per Advisor
$7.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Carson Capital offers investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and businesses. They utilize a planning-based and risk-based approach to investing, incorporating various analyses and strategies.
MN, United States