David Carson is a registered investment advisor at Dtcarson Asset Management, based in Los Angeles, CA, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7 clients with $550K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Annual fees are negotiable in certain cases.
Fee Estimator
Location
Los Angeles, CA
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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
Dtcarson Asset Management
Previous Registrations
D.T. Carson Asset Management LLC
D.T. Carson Asset Management LLC
Oak Grove
AXA Advisors, LLC
Morgan Stanley
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.