Fee Structure

The Benefits

Early on in the formation of our firm, we determined 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 fiduciary 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 don’t need 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 tax return services or trust 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. Both service models offer you the peace of mind of working with fee-based fiduciary advisors.