Our independent, fee-based offering allows us to focus on one simple thing: what is in your best interest.
Partnering With a Fee-based Fiduciary
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: centered on your personal goals.
Long-term perspective: focusing on long-term results, not short-term profits.
Clear fee structure: where clients are never needing to question what “soft” or “hidden” costs are behind a product or service.
If you choose to leverage the trust or tax return services of CCM Tax & Trust Administration, additional fees will be assessed.
Minimum Investable Assets
We have found that clients with $1,000,000 or more in investable assets generally have situations well suited for our Integrated Wealth Management services. For clients with less than $1,000,000 Carlson Portfolios is a strong solution.