Donovan Carson is a registered investment advisor at Carson Capital, based in St. Louis Park, MN, with 4 years of industry experience. Donovan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 28 clients with $7.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carson Capital charges a combination of a flat monthly fee and a percentage of your investments for managing your portfolio. If your investments are below a certain amount, you'll pay a flat fee up to $3,000 per month. If your investments exceed that threshold, you'll pay up to 1.5% annually of the assets they manage. The exact fee will be outlined in your agreement. Fees are paid monthly, based on the value of your account at the end of the previous month.
Location
St. Louis Park, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donovan works full-time as a Senior Product Owner at UnitedHealthGroup. He also spends minimal time as the Owner & Property Manager of True Edge LLC.
Employment History
Current Registrations
Carson Capital
State Registrations2 states
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