Kevin Carlson
Kevin Carlson is a registered investment advisor at Vessel Wealth Advisors LLC, based in Portland, OR, with 14 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 36 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable. Householding is available. Assets held in Altruist High Yield Cash Accounts are excluded from the calculation of billable assets.
Fee Estimator
Location
Portland, OR
Get directionsHistory
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
Kevin works as an agent in insurance-related sales, dedicating a few hours per week to this activity. He reviews life insurance needs with clients and presents options.
Employment History
Current Registrations
Vessel Wealth Advisors LLC
Previous Registrations
Arbor Point Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations3 states
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.