Carlson Investments Fees & Minimum

Overview

Headquarters: Concord, NH
Total Firm Assets: $736 million
Average High-Net-Worth Client Portfolio Size: $3.9 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: 03-13-2026 (2026-08-25) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$4,000,000	0.80%
$4,000,001	$10,000,000	0.60%
$10,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$8,000	0.80%
$5 million	$38,000	0.76%
$10 million	$68,000	0.68%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 56.73%
Number of High-Net-Worth Clients: 107
Total Client Accounts: 893
Discretionary Accounts: 893

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 105729

03-13-2026 (2026-08-25) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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