Carsons Capital LLC is a registered investment advisor offering portfolio management services. They work with clients to determine their investment objectives and risk tolerance to develop a tailored investment strategy. Carsons Capital offers both discretionary and non-discretionary portfolio management. They may invest client assets in model portfolios managed by unaffiliated investment managers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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