Justin Carlson
Justin Carlson is a registered investment advisor at Foundations Investment Advisors LLC, based in Surprise, AZ, with 17 years of industry experience. Justin 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 3 more. Their firm serves 25,166 clients with $7.2B 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% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
11323 W. Bell Rd #301, Surprise, AZ, 85378
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2021Customer Dispute
November 2020Other Business ActivitiesSells Insurance
Justin is an independent insurance agent selling life and fixed income insurance products, dedicating nearly full-time hours to this activity. He also manages books for Arizona Lighting Innovations LLC for minimal time per month and is an investor/owner in multiple Majerle's restaurant locations.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Coppell Advisory Solutions LLC
Previous Registrations
American Investment Services
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.