Our independent, fee-based offering 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 for the client. Please consult your tax advisor.
Carlson Portfolios
The fee structure for clients accessing CCM’s Carlson Portfolios platform is detailed here in the sidebar.
Tax Preparation Fee
CCM Tax & Trust Administration prepares tax returns for Carlson Capital Management clients. Tax preparation fees vary depending on complexity of the case.
Charitable Trust Administration
CCM Tax & 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.