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, Socially Responsible Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Carson Group Investing charges an annual fee up to 1.00% of assets under management. Referring or introducing advisors may charge an additional fee up to 1.50%, making the total fee up to 2.50%. Fees are negotiable.
Fee Estimator
Location
14600 Branch Street, 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
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.
Exams
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