Carlson Capital Management has been named to CNBC Digital’s inaugural Top 100 Fee-Only Wealth Management Firms list.
According to their website, CNBC published Top 100 Wealth Management Firm rankings in 2014 and once again in 2015. CNBC partnered with Meridian-IQ to create their 2014 listing. Firms were scored on a variety of categories and each category’s score was weighted according to a proprietary formula to reach a final ranking. CNBC shares their methodology here. CCM did not apply for consideration for this ranking. CCM paid no fees related to receiving this ranking and has paid no fees to CNBC to promote it. CNBC independently set its criteria and CCM had no influence on the criteria.