Carlson Investments
Assets Under Management
$698.4M
Number of Clients
369
Number of Advisors
6
Average Client AUM
$1.9M
AUM per Advisor
$116.4M
Compensation
Fee-Only (AUM)
About This Firm
D.L. Carlson Investment Group provides personalized investment management and financial planning services. They offer tailored relationships with documented goals and objectives. The firm is fee-only and does not sell commissioned products or accept commissions.
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
Location
Two Capital Plaza, Suite 404, Concord, NH, 03301