Carson Booras
Carson Booras is a registered investment advisor at Charles Schwab & CO., INC., based in Yorkville, IL, with 28 years of industry experience. Carson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
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% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
Yorkville, IL
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.Broker
Charles Schwab & CO., INC.
Previous Registrations
Allworth Financial, L.P.
Aw SecuritiesBroker
LPL Financial LLC
LPL Financial LLCBroker
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
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.
Exams
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