Russell Carlson
Russell Carlson is a registered investment advisor at Aria Wealth Management, based in Dunwoody, GA, with 23 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 249 clients with $130M 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% |
Maximum account fee is 2.00% annually. Fees may be negotiated by the investment advisor representative.
Fee Estimator
Location
Dunwoody, GA
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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 ActivitiesSells Insurance
Russell is involved in insurance sales in Georgia, though the activity is infrequent.
Employment History
Current Registrations
Aria Wealth Management
Previous Registrations
Concert Wealth Management
American Wealth Management, 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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