Cory Carlson is a registered investment advisor at Private Client Services, LLC, based in Edina, MN, with 7 years of industry experience. Cory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
7601 France Avenue South, Suite 100, Edina, MN, 55435
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 Activities
Cory works full-time as a Registered Investment Advisor (RIA) at Traditional Wealth Management, LLC. He spends most of his time during trading hours.
Employment History
Current Registrations
Private Client Services, LLCBroker
Tradition Wealth Management LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
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
More Advisors
- Jon Michelizzi, CFPPrivate Client Services, LLC
- Gregory Trebil, CFPPrivate Client Services, LLC
- Ryan Haag, CFP, ChFCPrivate Client Services, LLC
- Felix Kopycinski, CFPLaurel Wealth Planning
- Emily Lafferty, CFPOsaic Wealth, INC.
- John Steel, CFPRobert W. Baird & CO. Incorporated