Anna Carlson is a registered investment advisor at Carlson Financial, based in Glen Allen, VA, with 7 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,060 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carlson Financial charges an annual advisory fee based on the value of your portfolio. The exact fee is negotiable, but it will not exceed 3.00% per year. The fee is calculated monthly, based on the average daily balance in your account. There is a minimum household balance of $250,000 to have assets managed by Carlson Financial, but this may be waived at the firm's discretion.
Location
5207 Hickory Park Drive, Suite E, Glen Allen, VA, 23059
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Carlson Financial
Previous Registrations
Carlson Financial
Global Financial Private Capital, LLC
State Registrations1 state
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