Assets Under Management
$698.4M
Number of Clients
369
Number of Advisors
6
Average Client AUM
$1.9M
AUM per Advisor
$116.4M
Compensation
Fee-Only (AUM)
D.L. Carlson Investment Group provides personalized investment management and financial planning services. They are a fee-only firm and do not sell commissioned products. They manage assets for individuals, pension plans, trusts, estates, charitable organizations, employee benefit plans, and businesses.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for larger amounts.
Two Capital Plaza, Suite 404, Concord, NH, 03301