D.L. Carlson Investment Group manages investment portfolios and offers financial planning services for individuals, pension plans, trusts, and businesses. Founded in 1989, the firm builds customized portfolios using three main styles: equity, balanced, and fixed income, relying primarily on fundamental analysis for security selection. D.L. Carlson Investment Group operates strictly as a fee-only investment advisor, meaning they do not sell commission-based products or accept finder's fees. Clients can work with the firm for investment management, financial planning, or both, with financial planning fees waived for households having more than $2 million in assets managed by the firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Rates shown are for equity accounts. Balanced accounts are 0.80% up to $4M and 0.60% for the next $6M. Fixed income accounts are 0.50% up to $4M and 0.40% for the next $6M. Fees are negotiable for larger amounts.