Michael Carlson is a CFP, ChFC, PFS-designated registered investment advisor at Carlson Wealth, LLC, based in Omaha, NE, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 191 clients with $30M 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative and the total amount of assets under management for the client.
Fee Estimator
Location
11330 Q Street, Suite 209, Omaha, NE, 68137
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the president of Carlson Tax and Accounting, LLC, spending about 10-20% of his time preparing tax returns, providing tax consulting, and preparing financial reports. He is also an insurance agent and the president of the board for Scatter Joys Acres Charity, dedicating minimal time to each.
Employment History
Current Registrations
Carlson Wealth, LLC
Previous Registrations
Mcmill CPA and Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations3 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.