Carlson Financial provides retirement planning and wealth management services to pre-retirees and retirees. They begin every client relationship with financial planning, which involves evaluating a client's current and future financial state. Investment selection and monitoring is performed by their Chief Investment Officer and the Investment Team members. They manage accounts on a discretionary or non-discretionary basis.
Fee Structure
Carlson Financial charges an annual advisory fee based on the value of your portfolio. The exact fee is negotiable, but it will not exceed 3.00% per year. The fee is calculated monthly, based on the average daily balance in your account. There is a minimum household balance of $250,000 to have assets managed by Carlson Financial, but this may be waived at the firm's discretion.