George White is a registered investment advisor at Carson Group Investing, based in Omaha, NE, with 22 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carson Group Investing (CGI) manages investments for an annual fee based on a percentage of the market value of your account. This fee can range up to 1.00% and is negotiable based on factors like account size and complexity. This fee does not include fees charged by the Introducing Advisor or the Referring Advisor, which can range up to 1.50%, bringing the total advisory fee to a maximum of 2.50%. The annual fee is billed quarterly in advance. In sub-advisor relationships, all fees are paid to CGI, which then pays a portion to the Referring Advisor.
Location
14600 Branch St., Omaha, NE, 68154
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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 →Employment History
Current Registrations
Carson Group Investing
Cwm, LLC
Carson Group Brokerage, LLCBroker
Previous Registrations
LPL Financial LLC
Fortigent, LLC
Nestwise LLC
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
LPL Financial LLC
LPL Financial LLCBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
State Registrations1 state
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.