Carlson Capital Management, Llc
Northfield, Minnesota
Carlson Capital Management, LLC is a premier investment advisory firm based in Northfield, MN. With a dedicated team of 79 employees, including 21 experienced investment advisors, they specialize in providing comprehensive financial services to a diverse clientele. Boasting an impressive track record, Carlson Capital Management, LLC manages a substantial amount of assets, with an average of $64,890,000 per investment advisor, which aligns with industry standards. Their compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges, ensuring clients can select the mo...
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Assets Under Mgmt

$2.99B

Investment Professionals

21

Locations

30

% 401K & Individual

10%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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