Bruce Carlson is a registered investment advisor at Navpoint Financial, INC., based in Prior Lake, MN, with 42 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 229 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NavPoint Financial's investment management fees are a percentage of the assets they manage, ranging from 0% to 2% annually. The specific fee schedule depends on the client's complexity, the amount of assets managed, anticipated future assets, related accounts, portfolio style, and reporting needs. These fees are billed quarterly in advance. While NavPoint advises on assets within employer benefit plans, they generally do not bill for those services on an assets under management basis; compensation for those services may be covered under fixed financial planning fees.
Location
16180 Hastings Ave SE Suite 301, Prior Lake, MN, 55372
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bruce is the owner of NavPoint Financial, Inc. and involved with Westwood Point Investments LLC (family investments). He also works as an outside consultant for law firms and provides business consulting on an as-needed basis.
Employment History
Current Registrations
Navpoint Financial, INC.
Previous Registrations
Navpoint Financial, INC.
Capital Management Securities, INC.Broker
State Registrations1 state
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