Carlson Financial Advisory, LLC refers clients to third-party investment advisors, primarily Matson Money, Inc. Carlson Financial Advisory also offers a portfolio analysis service, where they review a client's financial situation and provide a report to ensure investments match the client's risk tolerance, goals, and time horizon. Carlson Financial Advisory generally limits its investment advice to mutual funds.
Assets Under Management$1.9M
Clients11
Advisors1
Avg. per Client$180K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Carlson Financial Advisory refers clients to Matson Money, Inc. for investment management. The fee is separate from the 0.50% expense ratio associated with the Matson Money mutual funds. This fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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