Carlson Planning Company offers financial planning advice on investments, portfolio construction, cash flow, retirement, education, risk management, estate, and tax planning. They also manage investment accounts and provide consulting services for retirement plans. The firm may refer clients to third-party investment managers.
Assets Under Management$5.3M
Clients80
Advisors1
Avg. per Client$66K
Avg. per Advisor$5.3M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...