I recently listened to a podcast about Carson Wealth Management:  Should I invest with Carson Wealth Partners?

Short answer:  I don’t know, it depends on your needed scope of services, how much you want to pay & how many layers of fees.  We suggest you invest with a fee-only fiduciary Advisor who charges less than 1% on the first $1M and less above $1M.  Ron Carson is a pioneer in the RIA space & a marketing machine. 

He sold part of his firm to Bain Capital for $290 million! (according to a press release).  Carson Wealth manages about $22B in assets for 37,000 to 40,000+ families.  Carson Wealth has 300+ Partner Advisors.  These Advisors typically pay Carson Wealth a fee for office support, marketing & more. 

The ADV/ firm brochure says Carson Wealth may charge up to a maximum advisory fee of 2.5% and Carson Wealth retains up to .60% for administrative support.  Smaller practices may pay higher fees to Carson Wealth (please note, this information was developed from SEC ADV frim brochure information)

Your current Advisor is hoping you don’t run this analysis! 

Please watch this brief video below.  It might save you $6k to 20k per year!  We work with Clients on a national basis. Take action & schedule a free 2nd opinion below!  We will show you the data!

Nobody will care more about your retirement than YOU! Take action & find out your red flags & how to optimize. Total fees matter! We will show you the data! Many of our new clients wish they got a free 2nd opinion 5 or 10 years ago!

Here are some key takeaways:

Should you invest with Carson Wealth? 

I like Ron Carson, he is a pioneer in the RIA business.  He has a solid wealth management business & talented people.  I really like blogger Ryan Detrick.  He has good analysis and charts.

• Carson Wealth may be expensive. Get a 2nd opinion about your total annual fees in real dollars.  You don’t need to pay 30% to 50% more for an advisor.  High fees will impact your retirement.  Fees matter!  We will show you the numbers. If you have over $300k in a portfolio, schedule a meeting below (including your 401k).
• What is your scope of work? Portfolio management?  Financial planning?  Tax strategy? Insurance?  What are you actually paying for?
• Should I invest with Carson Wealth?  How much are my total fees?  Why is Carson Wealth so expensive?
• Carson Wealth Advisors near me?  Carson Wealth Management reviews.  Ron Carson reviews?
• Is Carson Wealth a fiduciary?  Is Carson Wealth too expensive?  carsonwealth.com
• Check out our Why DFA vs. Vanguard page for a better solution.

When I started my firm in 2010, we started with the vision of competitive fees for the scope of work.  We work with clients to educate them about investing best practices and help them align their money with their values. We help clients reduce the middlemen (and middlewomen) in the investing process so our clients keep more of their money.  We help clients to make work optional.

– We are are a low-cost, fee-only Advisor.  We are a fiduciary for you 100% of the time.  Our fees are 0.6% on the first $1 million and they decline above $1 million. If you have over $300k in a portfolio (including 401k), schedule a meeting below.

Now is a great time to get a free 2nd opinion via Zoom meeting (see calendar below)! We will give you objective feedback, identify red flags and give your confidence about your future path.

It is important to find out if you have areas that can be improved. We help clients make work optional & live the best life possible.

Ready to see if we’re a good fit?  Schedule a free meeting below. We will show you your total fees & red flags. 

We strongly recommend that if you hire an advisor, that person should be a fee-only advisor (not fee-based) and be a fiduciary for you 100% of the time.