Carson Fields is a CFP-designated registered investment advisor at Forthright Wealth Management, LLC, based in Alpharetta, GA, with 4 years of industry experience. Carson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 527 clients with $660M 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 $500K | 0.90% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Certain legacy clients may be billed under a different fee structure.
Fee Estimator
Location
5755 North Point Pkwy, Suite 47, Alpharetta, GA, 30022
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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 Activities
Carson is the President of the Chi Phi chapter of the Delta Pi Fraternity since 2019, overseeing budgeting, alumni events, and bill payments. This activity takes a few hours per week.
Employment History
Current Registrations
Forthright Wealth Management, LLC
State Registrations1 state
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