Carlson Investments

D.L. Carlson Investment Group, Inc. is a fee-only investment management firm founded in 1989, offering personalized investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and businesses. The firm does not sell commissioned products and is strictly fee-only. They manage assets totaling $698,436,517 for approximately 369 clients, with $694,653,912 managed on a discretionary basis. Clients can choose from three portfolio styles: Equity, Balanced, or Fixed Income, each with a different fee schedule. The firm charges asset management fees quarterly based on a percentage of assets under management. Financial planning services are offered for a flat fee of $3,500, with exceptions for clients with billable assets above $2 million. The minimum suggested advisory account size is $250,000, but smaller accounts may be accepted at the firm's discretion. D.L. Carlson primarily uses fundamental analysis for investment decisions and employs various investment strategies, including long-term purchases and trading. The firm discloses potential investment risks, such as interest-rate, market, inflation, and liquidity risks, to clients. The firm's employees hold certifications such as CFA and CFP, ensuring high ethical standards and comprehensive knowledge in investment analysis and decision-making. Clients receive regular account reviews, and the firm has a Business Continuity Plan in place for emergencies. For more information, visit www.carlsoninvest.com or contact 603-224-5977.