Carson Capital LLC is a registered investment advisor that provides discretionary investment management, financial planning, and consulting services to individuals, high net worth individuals, families, trusts, and businesses. Carson Capital utilizes a data-driven, growth-oriented approach to portfolio management, constructing portfolios primarily from individual stocks, exchange-traded funds, and mutual funds, while also accommodating alternative investments when suitable. Financial planning services are tailored to each client and cover areas such as retirement planning, cash flow, tax coordination, and estate planning support. Carson Capital has an affiliate, Carson Tax Advisors LLC, which provides separate tax preparation and strategy services under common ownership.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual asset-based fee does not exceed 1.00% of assets under management. Certain existing clients remain billed under prior agreements at rates of up to 1.50% annually. All fees are negotiable.