Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carlson Financial charges an annual advisory fee based on assets under management, collected monthly in arrears. Fees are negotiable, but will not exceed 3.00% per annum. In certain circumstances, they may assess a flat, annual fee not exceeding $250,000 for ultra-high-net-worth clients. A minimum household balance of $250,000 per account is typically required, but may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
1155 Kelly Johnson Blvd, Unit 204, Colorado Springs, CO, 80920
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is the owner/operator of Yellow Brick Property Soluntions, a real estate house flipping business formed in 2014. This activity, which is not investment-related, takes about 10-20% of Jonathan's time.