Our independent and fee-based status allows us to focus on one simple thing: what is in the best interest of our client.

Early on in the formation of our firm, we recognized that the compensation structure we would adhere to would directly relate to the level of transparency in relationships with our clients. Advantages of working with a fee-based firm include:

• Objective recommendations: Eliminates conflicts of interest.
• Long-term perspective: Focused on long-term results, not short-term profits.
• Clear fee structure: Clients never need to question what “soft” or “hidden” costs are behind a product or service.
• Tax deductibility: Fees charged by fee-based firms may be deductible to the client. Please consult your tax advisor.

Planning Service Fee
Financial planning fees vary depending on the complexity of the case. The exact planning fee is determined prior to our engagement.

Tax Preparation Fee
Carlson Capital Management prepares tax returns for our clients only. Tax preparation fees vary depending on complexity of the case.

Charitable Trust Administration
Carlson Capital Management Tax and Trust Administration provides administrative services for charitable remainder trusts including preparing the trust tax return, K-1 statements, preparation of charitable calculations, and accounting of additional contributions to the trust. Fees for these services are separately billed to the respective trust.