Paul Carlson is a registered investment advisor at 4:8 Financial, based in Canby, OR, with 25 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 824 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
4:8 Financial manages investments through LPL Financial's programs. The annual management fee for Optimum Market Portfolios, Guided Wealth Portfolios, and Model Wealth Portfolios ranges from 0% to 1.35%, and is negotiable. The fee is calculated and collected quarterly, in advance, based on the account’s prior quarter-end value. Guided Wealth Portfolios clients pay an LPL program fee of 0.35%.
Location
266 Northwest 1st Ave, Canby, OR, 97013
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Regulatory History (1)
Customer Dispute
June 2004Other Business Activities
Paul operates his LPL business under the DBA Carlson Investments and is an investment advisor representative (IAR) through Financial Advocates Investment Management. He also owns rental real estate properties, dedicating minimal time to these activities.
Employment History
Current Registrations
4:8 Financial
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLCBroker
Edward JonesBroker
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.