Carson Bennett
Carson Bennett is a registered investment advisor at Reliastar Capital Management, INC., based in Dawsonville, GA, with 20 years of industry experience. Carson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 89 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Reliastar Capital Management uses third-party money managers for investment management. The total annual advisory fee will not exceed 1.45%. A portion of this fee is paid to Reliastar Capital Management, and the details will be in the third-party money manager's advisory agreement. The billing procedures vary based on the chosen third-party money manager.
Location
1100 Old Dawson Village Road, Suite 120, Dawsonville, GA, 30534
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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
Carson is licensed as an independent insurance agent since 1992, selling fixed insurance, life insurance, and fixed annuities. This activity takes nearly full-time hours.
Employment History
Current Registrations
Reliastar Capital Management, INC.
Previous Registrations
Christy Capital Management
Ameritas Investment CORP
State Registrations3 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.