Close Close

Practice Management > Compensation and Fees

Ron Carson

Your article was successfully shared with the contacts you provided.

Ron Carson

Carson Wealth Management

101 S. 108th St.

More on this topic

Omaha, Nebraska 68154

888-321-0808 o

  • Year practice began: 1983
  • Number of advisors in office: 5 wealth managers, 11 administrative staff
  • Number of Carson’s clients: 30
  • Number of clients of the firm: 600
  • Compensation method: Fees and commissions. 60% of revenues come from fees; the remaining 40% comes from commissions on hedge funds, managed futures, variable annuities, and insurance products (but not equities)
  • Fee for managing assets: Sliding scale beginning at 1.4% and decreasing to 0.8% of assets under management
  • Average fee for a comprehensive financial plan: Clients are charged 0.25% of AUM for the creation of the initial plan, provided the amount is no less than $2,500 and no more than $15,000
  • Hourly rate: NA
  • Client demographics: Couples and families across the country who have a median net worth of $14.5 million and who generally share Carson’s interests in flying, golf, wine-tasting, or college athletics
  • Education: Attended University of Nebraska, where he studied business administration
  • Previous incarnations: Began his financial services career selling insurance out of his college dorm room. That business eventually metamorphosed into his current firm
  • Professional designation(s): CFP, CFS, ChFC
  • Outside interests: Flying, golfing, wine-tasting, college athletics