Ellis Carson is a registered investment advisor at Sunbeam Capital Management, LLC, based in Atlanta, GA, with 12 years of industry experience. Ellis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 24 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunbeam Capital charges a percentage of your portfolio each year, up to 1.25%. The exact fee depends on the scope and complexity of services, the amount of assets managed, and the overall relationship with Sunbeam Capital. Fees are paid quarterly, in advance. Fees may be negotiable.
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sunbeam Capital Management, LLC
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
Banc of America Securities LLCBroker
Deutsche Bank Securities 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.