BILLING TERMS & CONDITIONS

Carson Capital LLC

Last updated: March 2026

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This page provides a general overview of how Carson Capital LLC bills for investment advisory services. Your signed client agreement and our Form ADV Part 2A govern the specific terms of your engagement, including exact fee schedules, billing frequency, and payment mechanics. In the event of any conflict between this page and your client agreement or ADV, your client agreement and ADV control.

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You can access our current Form ADV Part 2A at carson.capital/adv or at adviserinfo.sec.gov/firm/summary/314563.

 

ADVISORY FEES

Advisory fees vary by service tier and engagement type. A complete description of our fees, how they are calculated, and when they are charged is contained in your client agreement and our Form ADV Part 2A. We encourage all clients and prospective clients to review those documents carefully before engaging our services.

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BILLING & PAYMENT

Fees are billed and collected as specified in your individual client agreement. Details regarding billing frequency, payment method, custodial debiting authorization, and any applicable one-time fees are outlined in your agreement.

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PRORATION & TERMINATION

Proration of fees upon commencement or termination of services is handled as described in your client agreement.

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DISPUTED FEES

If you believe a fee has been calculated or charged in error, contact us within 30 days at compliance@carson.capital. We will review and respond within 10 business days.

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CHANGES

Carson Capital reserves the right to update its fee schedules and billing practices. Material changes will be communicated to clients in accordance with applicable regulatory requirements and the terms of your client agreement.

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CONTACT

Billing questions: compliance@carson.capital

Phone: 615-558-4280

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Carson Capital LLC