Wallace Carlson
Wallace Carlson is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 26 years of industry experience. Wallace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (1)
Financial
May 2018Other Business ActivitiesSells Insurance
Wallace is an independent insurance agent selling life and health insurance and providing annuity advice since 2018, dedicating a few hours per week. He is also the owner and president of Fruit of the Vine, Lmtd, a service corporation established in 2018 for his financial services practice's fees and expenses.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Tl Private Wealth
Allstate Financial Services, LLCBroker
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services, INC.Broker
State Registrations2 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.