Carson Advisory Group
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
About This Firm
Carson Advisory Group offers personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, and corporations or small business entities. They provide advice through consultations, covering financial objectives, concerns, cash flow, tax, insurance, investment, education, retirement, and estate planning. Raymond James acts as custodian for most assets.
Fee Structure
AUM-Based Fees (Tiered)
| 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 previous fee schedule will remain in effect for Ambassador contracts signed prior to July 1, 2021. *We generally require a minimum account size of $25,000 for the Ambassador wrap- fee program. However, each IAR has the discretion to require a minimum account size less than $25,000. *The above fee schedule represents Carson Advisory Group’s portion of the advisory fee , which is the total for Ambassador accounts . *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.
Fee Estimator
Carson Advisory Group's annual advisory fee is based on a percentage of assets under management and is negotiable. The standard fee schedule is detailed in the brochure. Fees may be discounted for nonprofit clients and 401(k)/Profit Sharing Plans. The firm generally requires a minimum account size of $25,000 for the Ambassador wrap-fee program, but each IAR has the discretion to require a minimum account size less than $25,000. Accounts managed by other asset managers typically charge a manager fee that is in addition to the advisory fee we charge.
Areas of Practice
Location
470 Hill St., Athens, GA, 30601