Bruce Carlson is a registered investment advisor at Navpoint Financial, INC., based in Prior Lake, MN, with 21 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 229 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0% to 2% annually based on client facts, circumstances, and complexity. Fees are negotiable.
Fee Estimator
Location
16180 Hastings Ave SE Suite 301, Prior Lake, MN, 55372
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bruce is the owner of NavPoint Financial, Inc. and involved with Westwood Point Investments LLC (family investments). He also works as an outside consultant for law firms and provides business consulting on an as-needed basis.
Employment History
Current Registrations
Navpoint Financial, INC.
Previous Registrations
Navpoint Financial, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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