Donovan Carson is a registered investment advisor at Carson Capital, based in St. Louis Park, MN, with 5 years of industry experience. Donovan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 38 clients with $19M 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% |
Annual asset-based fee does not exceed 1.00% of assets under management. Certain existing clients remain billed under prior agreements at rates of up to 1.50% annually. All fees are negotiable.
Fee Estimator
Location
St. Louis Park, MN
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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
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 Registrations3 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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