Carson Pope is a registered investment advisor at Assetbuilder, INC., based in Plano, TX, with 10 years of industry experience. Carson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 741 clients with $720M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
741 clients
Average Client Portfolio
$976K average
Assets Under Management
$723.6M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 0.90% |
| $350K - $600K | 0.70% |
| $600K - $1.0M | 0.60% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.35% |
AssetBuilder may charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1255 West 15th Street, Suite 1000, Plano, TX, 75075
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2022Settled
Employment History
Current Registrations
Assetbuilder, INC.
December 2025 - Present · 5 mos
Previous Registrations
Alliancebernstein L.P.
March 2023 - February 2026 · 2 yrs 11 mos
Sanford C. Bernstein & CO., LLCBroker
March 2023 - February 2026 · 2 yrs 11 mos
Vanguard Marketing CorporationBroker
July 2022 - January 2023 · 6 mos
Vanguard Advisers, INC.
July 2022 - January 2023 · 6 mos
Equitable Advisors, LLC
October 2015 - July 2022 · 6 yrs 9 mos
Equitable Advisors, LLCBroker
April 2015 - July 2022 · 7 yrs 3 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.