Carlson Wealth offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, creating written plans covering investment, retirement, insurance, tax, education, and business planning. For retirement plans, Carlson Wealth offers consulting and management services. Carlson Wealth primarily uses a long-term buy-and-hold strategy implemented through globally diversified portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable based on the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative and the total amount of assets under management for the client.