John Carson
John Carson is a registered investment advisor at Northstar Asset Management Company, LLC, based in Blue Bell, PA, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 155 clients with $620M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiable for certain legacy accounts.
Fee Estimator
Location
488 Norristown Road, Suite 142, Blue Bell, PA, 19422
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Effective January 1, 2024, John serves as an Independent Director for the Federated Hermes Premier Municipal Income Board, dedicating a few hours per week to mutual fund oversight. He spends minimal time on this activity during securities trading hours.
Employment History
Current Registrations
Northstar Asset Management Company, LLC
Previous Registrations
Northstar Asset Management LLC
Oppenheimer & CO. INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 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.