MC
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Mark Carson
22 Years of Experience
Atlanta, GA
1 Disclosure
Mark Carson is a registered investment advisor at Riverside Investment Management, INC., based in Atlanta, GA, with 22 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$66.4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Minimum annual fees may apply. Riverside may negotiate special fee arrangements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Atlanta, GA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 1999Settled
Employment History
Current Registrations
Riverside Investment Management, INC.
May 2003 - Present · 23 yrs
State Registrations1 state
GA
Advisor
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
No exam information available for this advisor.