Assets Under Management
$771.7M
Number of Clients
997
Number of Advisors
8
Average Client AUM
$774K
AUM per Advisor
$96.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Carson Advisory Group offers financial planning and investment management services to individuals, pension plans, trusts, estates, charities, and businesses. Services include financial planning, investment advice, asset allocation, and retirement planning. Raymond James & Associates acts as custodian for the majority of assets.
| Assets Under Management | 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. 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.
470 Hill St., Athens, GA, 30601