D.L. Carlson Investment Group provides investment management and financial planning services. They manage investments based on your individual needs and goals. D.L. Carlson is a fee-only firm, meaning they don't sell financial products or receive commissions. Client assets are held by qualified custodians. Other professionals, like lawyers and accountants, are hired directly by the client.
Assets Under Management$690M
Clients369
Advisors7
Avg. per Client$1.9M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
D.L. Carlson Investment Group charges a percentage of your portfolio value each year for investment management. The fee is calculated based on the value of your investments at the end of each quarter. Fees are negotiable. The annual fee schedule is:
- Equity Accounts:
- 1.00% on the first $4,000,000
- 0.75% on the next $6,000,000
- Negotiated fee for larger amounts
- Balanced Accounts:
- 0.80% on the first $4,000,000
- 0.60% on the next $6,000,000
- Negotiated fee for larger amounts
- Fixed Income Accounts:
- 0.50% on the first $4,000,000
- 0.40% on the next $6,000,000
- Negotiated fee for larger amounts
Loading...