William Brown is a registered investment advisor at Carson Advisory Group, based in Athens, GA, with 3 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 997 clients with $770M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fee schedule will remain in effect for Ambassador contracts signed prior to July 1, 2021. Accounts managed by other asset managers typically charge a manager fee that is in addition to the advisory fee. Each IAR has the ability to reduce fees based on total family or corporate relationship. Commonly, fees are discounted for nonprofit clients and 401(k)/Profit Sharing Plans.
Fee Estimator
Location
470 Hill St., Athens, GA, 30601
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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
William works as an advisor and service associate for Carson Advisory Group, dedicating about half of his time to investment-related activities and about half to non-investment related support. He also serves as a deacon at Cleveland Road Baptist Church, spending minimal time on this role.
Employment History
Current Registrations
Carson Advisory Group
Raymond James Financial Services, INC.Broker
Previous Registrations
Nationwide Investment Services CorporationBroker
State Registrations5 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.