Elm Money Management, operating as Gordon Carlson & Associates, offers personalized investment portfolio management, financial advice, and pension consulting. They work with individuals, high-net-worth individuals, pension plans, trusts, estates, charities, corporations, and other businesses. They help clients with portfolio management, financial planning, and selecting other advisors. They advise on mutual funds, exchange-traded funds, stocks, bonds, real estate, and more.
Fee Structure
Clients using Gordon Carlson & Associates' portfolio management services can have their monthly fees calculated based on their investment assets, which may include outside assets like real estate or retirement accounts. The annual fee is up to 2.5% of the market value of the investments, billed monthly.