Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
D.L. Carlson Investment Group charges an annual fee based on a percentage of your assets under management. The specific percentage varies depending on the portfolio style (Equity, Balanced, or Fixed Income) and the amount of assets. Fees are negotiable at the discretion of the Chief Compliance Officer. Financial planning services are a flat fee of $3,500, but are included for clients with over $2 million in AUM. Updates to financial plans may incur additional hourly fees starting at $250 per hour.
Areas of Practice
Advisor Information
Office location
Two Capital Plaza, Suite 404, Concord, NH, 03301
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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