Fee Structure

The Benefits

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: eliminating conflicts of interest.
• 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.

Integrated Wealth Management Fees

• The first $2,000,000: 1.00%
• The next $2,000,000: 0.75%
• Over $4,000,000: 0.50%

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.