Albert Scott Carlson

9 Years of Experience

2 DisclosuresSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningInsurance PlanningHigh Net WorthBusiness Owners

Financial Services of America Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,561 clients

Average Client Portfolio

$254K average

Assets Under Management

$396.2M

Fee Structure

Minimum Investment:$5K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.50%
$500K - $1000K	1.25%
$1M+	1.00%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

50 W Big Beaver Rd Suite 500, Troy, MI, 48084

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2007

Settled

Customer Dispute

November 2006

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Albert is an insurance agent selling life insurance, fixed/indexed annuities, and health insurance, dedicating about a quarter of his time to Financial Services of America and minimal time to FSA Health. He also works as an Investment Adviser Representative for FSA Advisors and owns rental properties through Carlson Holdings.

Employment History

Current Registrations

Financial Services of America Advisors

October 2017 - Present · 8 yrs 4 mos

Previous Registrations

Ae Financial Services, LLCBroker

December 2022 - August 2025 · 2 yrs 8 mos

Independence Capital CO., INC.

November 2016 - December 2022 · 6 yrs 1 mo

Independence Capital CO., INC.Broker

September 2016 - December 2022 · 6 yrs 3 mos

State Registrations2 states

FLMI

Advisor

Exams

No exam information available for this advisor.