Carson Stoltz
Carson Stoltz is a registered investment advisor at Concorde Asset Management, LLC, based in Scottsdale, AZ, with 4 years of industry experience. Carson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,705 clients with $600M 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 | 1.00% |
Total fees typically range from 1% to 2% annually for standard management and up to 2.25% for discretionary UMA programs including platform and manager fees. Fees are negotiable.
Fee Estimator
Location
8390 E. Via de Ventura, Ste F-205, Scottsdale, AZ, 85258
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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 a registered representative and operations manager for Clear Direction Investments and an investment advisor representative for Concorde Asset Management, both full-time roles. Carson also refers business for Legal Shield & ID Shield, sells life insurance through Stoltz Financial Partners LLC, acts as a tertiary successor trustee for a family member's trust, and works as a DoorDash driver, all requiring minimal time.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Concorde Investment Services, LLCBroker
State Registrations19 states
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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