Carshon Rodgers
Carshon Rodgers is a registered investment advisor at Indelible Wealth Group, based in Berthoud, CO, with 24 years of industry experience. Carshon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 160 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IWG's investment management fees are based on the value of your investments and are charged quarterly. The annual fee can be up to 1.50%. The firm may impose a minimum annual fee, which can be waived. Fees may be negotiable.
Location
Berthoud, CO
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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 →Other Business ActivitiesSells Insurance
Carshon is an independent insurance agent and an agent for Stryde Solution LLC, which provides tax incentives and cost reduction for business owners, dedicating minimal time to this. Carshon is also a contractor for Archimedes Offspring Management, investing in inventions, spending about 10-20% of their time on this endeavor.
Employment History
Current Registrations
Indelible Wealth Group
Previous Registrations
Belpointe Asset Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Metlife Securities INC.
Metlife Securities INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Janus Distributors LLCBroker
Charles Schwab & CO., INC.Broker
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.