Chad Carlson is a registered investment advisor at Boulay Wealth, based in Eden Prairie, MN, with 24 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,135 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Boulay Wealth charges an annual advisory fee based on the size, nature, and complexity of the client relationship, typically ranging from 0.60% to 1.95% of the portfolio value. Fees are negotiable. While there is no minimum level of investable assets required, the minimum total annual fee is $10,000, although this can be negotiated or established at a flat annual rate in special circumstances. Boulay offers both blended and incremental fee arrangements.
Location
11095 Viking Drive, Suite 500, Eden Prairie, MN, 55344
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Boulay Wealth
Previous Registrations
Valmark Securities, INC.Broker
1st Global Capital CORP.Broker
State Registrations1 state
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