Assets Under Management
$3.8B
Number of Clients
1,698
Number of Advisors
N/A
Average Client AUM
$2.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Carlson Capital Management (CCM) offers customized investment advisory services using its Integrated Wealth Management platform. Services include investment management, financial planning (retirement, estate, tax, insurance, education, and philanthropic), and Carlson Portfolios for clients with simpler needs. CCM also provides retirement plan services and works with foundations and endowments.
11 Bridge Square, Northfield, MN, 55057