Carson Booras
Carson Booras is a registered investment advisor at Charles Schwab & CO., INC., based in Chicago, IL, with 27 years of industry experience. Carson 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
150 S. Wacker Drive, Chicago, IL, 60606-4111
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business Activities
Carson owns rental real estate property since 2007, dedicating minimal time to this activity. This activity is investment-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Allworth Financial, L.P.
Aw SecuritiesBroker
LPL Financial LLC
LPL Financial LLCBroker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Corporate Securities Group, INC.Broker
H.J. Meyers & CO., INC.Broker
State Registrations9 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.