Carson Simpson is a registered investment advisor at C.S Wealth LLC, based in Lehi, UT, with 1 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 35 clients with $1.2M 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 | 1.00% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.25% |
Certain clients may be subject to a legacy fee that may differ from the one above. Fees may be negotiable.
Fee Estimator
Location
Lehi, UT
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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.
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Carson is a ranch manager for Simpson Brothers LLC, dedicating nearly full-time hours to this role since 2016. He also works as an assistant electrician for Dusty's Electric, Inc., spending minimal time on this activity since 2018.
Employment History
Current Registrations
C.S Wealth LLC
State Registrations2 states
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