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Client Accuses Ron Carson’s Firm of Charging Excessive Fees
- Saturday, Feb 16 2019
- Regulatory & Compliance
- Written by PFA News
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.