Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carson Capital may charge an initial setup fee of up to $10,000 for investment or financial planning services. For investment management, they use a blended fee structure: a flat monthly fee of up to $3,000 for clients with investments below a specified threshold, and an AUM-based fee schedule (up to 1.5% annually) for clients exceeding that threshold. The AUM fee is negotiable. Financial planning and consulting services are also offered.
Areas of Practice
Advisor Information
Office location
St. Louis Park, MN
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Donovan works full-time as a Senior Product Owner at UnitedHealthGroup. He also spends minimal time as the Owner & Property Manager of True Edge LLC.