Estimated reading time: 0 minutes, 22 seconds

An investor is claiming that the actions of Ron Carlson’s firm, Carson Wealth of Omaha, Nebraska, resulted in the individuals paying $500,000 in excessive fees. So reports Financial Planning.

The excessive fees, the client claims, resulted from the RIA incorrectly telling a product provider that the person was no longer a client. The provider stopped providing fee discounts to the individual after the RIA provided the incorrect information.

Read the full article from Financial Planning.

Read 1159 times
Rate this item
(0 votes)

Visit other PMG Sites:

click me
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.
Ok Decline