Carson Grover is a registered investment advisor at Lifeworks Advisors, LLC, based in Logan, UT, with 9 years of industry experience. Carson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,814 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is up to 1.50% annually of the assets under management and is negotiable based on the aggregate assets under management with Lifeworks Advisors.
Fee Estimator
Location
701 S Main St, 330, Logan, UT, 84335
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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 →Other Business ActivitiesSells Insurance
Carson is involved in two outside business activities. He sells insurance through Innovation Insurance, and provides tax strategy and exit planning consulting through Innovation Consulting, LLC, dedicating a few hours per week and about 10-20% of his time, respectively.
Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
Coppell Advisory Solutions LLC
Onyx Bridge Wealth Group LLC
Heritage Wealth Management, LLC
Oneamerica Securities, INC.
Oneamerica 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.
Exams
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