Grant Engelbart is a CFA-designated registered investment advisor at Carson Group Investing, based in Omaha, NE, with 15 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
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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 Street, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cwm, LLC
Carson Group Investing
Previous Registrations
Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC
Brinker Capital Investments, 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.