Robert Carson is a registered investment advisor at Carson Advisory Group, based in Athens, GA, with 44 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 997 clients with $770M 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% |
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.
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.