Carson Group Investing, LLC is a registered investment advisor based in Omaha, Nebraska, operating primarily as a sub-advisor for other registered investment advisory firms. Carson Group Investing creates specialized model portfolios ranging from conservative to aggressive, utilizing active strategies across stock and bond markets. The firm manages assets on a discretionary basis through accounts held at qualified custodians like Fidelity Institutional Wealth Services and Charles Schwab. Carson Group Investing offers various model strategies including global dynamic risk, tactical income, concentrated mission-opportunity growth, low-volatility large and small cap equity, and factor-enhanced socially responsible or environmental, social, and governance strategies. Investment minimums for these strategies range from $10,000 to $50,000. In addition to investment management, Carson Group Investing's representatives may have affiliations with broker-dealers or insurance agencies, creating potential conflicts of interest regarding commission-based products. The firm emphasizes its commitment to placing client interests first through its Code of Ethics and supervisory procedures.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Carson Group Investing charges an annual fee up to 1.00% of assets under management. Referring or introducing advisors may charge an additional fee up to 1.50%, making the total fee up to 2.50%. Fees are negotiable.