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.