Carson Advisory Group offers personalized financial planning and investment management services to individuals, families, retirement plans, trusts, and small businesses. The firm builds tailored investment portfolios utilizing mutual funds, exchange-traded funds, individual stocks, and bonds, primarily through partnerships with Raymond James. Carson Advisory Group integrates investment advice with comprehensive financial planning, covering retirement projections, tax strategies, cash flow management, insurance reviews, education funding, and estate planning. The firm emphasizes a collaborative approach, working closely with clients to understand their financial objectives, risk tolerance, and personal values before designing customized investment and wealth management strategies.
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% |
Fees are negotiable at the discretion of the advisor. Discounts are commonly provided for nonprofit clients and retirement plans.