Carlson Financial
Assets Under Management
$508.6M
Number of Clients
1,020
Number of Advisors
9
Average Client AUM
$499K
AUM per Advisor
$56.5M
Compensation
Fee-Only (AUM)
About This Firm
Carlson Financial provides financial planning and investment advisory services to individuals, trusts, small businesses, family offices, endowments, and other institutional clients. They begin every client relationship with financial planning and offer investment management on a discretionary or non-discretionary basis.
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
Location
1201 SW Oakley Avenue, Topeka, KS, 66604