Initial Setup Fee (One-time)

The initial setup fee is due upon signing to ensure a smooth start with our new clients. This fee is nonrefundable after five business days.

• Invest - $150

• Invest + Plan - $500

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How Investment Fees Are Calculated

Above the set minimum fees, our investment fees are calculated on a percentage of your investments and split into monthly payments. Monthly fees are calculated in arrears of each month based on the fair market value of portfolio assets under management in the account[s] on the last business day of the previous month. 

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When Are Fees Paid

After the first full month of service, we will bill you for the previous month's fees on the 1st of each month.

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Monthly Billing for Invest Service

For portfolios up to $120,000, we charge a flat fee of $150 per month. For amounts over $120,000, fees are based on the total value of your managed investments based on this fee schedule. When your investments reach $400,000, you will receive access to our full planning and investing service.

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Monthly Billing for Invest + Plan Service

The minimum monthly fee for our wealth management services is $500. For portfolios up to $400,000, the fee is a flat $500 per month. For portfolios over $400,000, the fee follows this schedule based on the total assets managed by Carson Capital.

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Cancellation

Your client agreement may be terminated at any time by either party or by written notice to the other party. In addition, you may terminate your client agreement within five (5) business days of signing it at no cost.