Justin Carlson
Justin Carlson is a registered investment advisor at Foundations Investment Advisors LLC, based in Surprise, AZ, with 18 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B 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% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
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.
Exams
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