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Updated September 18, 2026. Quick answer: Carson Wealth does not publish a minimum account size for its own asset management service. Its own brochure states that account minimums are set by the third-party money managers it uses and vary among them, with a full description disclosed in each manager’s own documents.
The minimum, in the firm’s own words
“The annual investment advisory fee charged range up to a maximum of 2.50% of the assets held in the account.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Asset Management Fees | No published firm-wide minimum | Varies with account size | Third-party manager minimums vary by manager |
| Source: CWM, LLC Form ADV Part 2A Brochure, December 2025 | |||
Carson Wealth’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $6,250 |
| $500,000 | $12,500 |
| $1,000,000 | $25,000 |
| $2,000,000 | $50,000 |
What else to know
Carson discloses separate minimums for specific sub-services, such as $50,000 for its Custom Indexing and iCapital sleeves, but no fixed minimum for its general Asset Management Fees program (the one behind the 2.50% ceiling shown here).
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Carson Wealth’s own published fee schedule runs up to $12,500 a year (the published maximum); see the full dollar breakdown from Carson Wealth’s own fee disclosure across several account sizes.
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- CWM, LLC Form ADV Part 2A Brochure (December 2025): https://carsonhub.wpengine.com/wp-content/uploads/2026/02/CWM-LLC-ADV-Part-2A-December-2025.pdf
- SEC Investment Adviser Public Disclosure, CWM, LLC (CRD #155344): https://adviserinfo.sec.gov/firm/summary/155344
- CWM, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/155344/PDF/155344.pdf
Methodology. This page was built September 18, 2026, quoting directly from Carson Wealth’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.
For another firm’s account minimum, see Ameriprise Minimum Investment (2026): What It Takes to Open an Account.
For another firm’s account minimum, see Baird Minimum Investment (2026): What It Takes to Open an Account.
For another firm’s account minimum, see Buckingham Strategic Wealth Minimum Investment (2026): What It Takes to Open an Account.
For another firm’s account minimum, see CAPTRUST Minimum Investment (2026): What It Takes to Open an Account.
For another firm’s account minimum, see Charles Schwab Minimum Investment (2026): What It Takes to Open an Account.
For another firm’s account minimum, see Creative Planning Minimum Investment (2026): What It Takes to Open an Account.
For another firm’s account minimum, see Edelman Financial Engines Minimum Investment (2026): What It Takes to Open an Account.
For another firm’s account minimum, see Edward Jones Minimum Investment (2026): What It Takes to Open an Account.