Robert Carson
Robert Carson is a registered investment advisor at Carson Advisory Group, based in Athens, GA, with 44 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 957 clients with $860M 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 $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% |
Fees are negotiable at the discretion of the advisor. Discounts are commonly provided for nonprofit clients and retirement plans.
Fee Estimator
Location
470 Hill St, Athens, GA, 30601
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2022Customer Dispute
July 2015Other Business Activities
Robert owns rental real estate and is the owner/manager of Carson Advisory Group, taking about half of his time. He is also the CEO of Carson Advisory, Inc., an independent RIA, dedicating about a quarter of his time.
Employment History
Current Registrations
Carson Advisory Group
Raymond James Financial Services, INC.Broker
Previous Registrations
Investors Brokerage Services, INC.Broker
State Registrations45 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.
Exams
More Advisors
- Cesar Ortiz, CFACarson Advisory Group
- Kevin Wilson, CFPCarson Advisory Group
- Louis Pappas, CFPCannon Financial Strategists, INC.
- Randall Christian, ChFCRchristianfinancial Consultants, LLC "the Clients Fiduciary"
- Benjamin Jacobs-Nichelson, CFPFully Financial
- Amelia Ostenson, CFPMariner Independent