Ronald Larson is a registered investment advisor at Larson Wealth Management, LLC, based in West Bend, WI, with 21 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 104 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LWM manages investment portfolios for a fee calculated as a percentage of the value of your investments. The maximum fee charged is 2.0%. This fee is in addition to any transactional, administrative, servicing fees, and commissions charged by the account custodian. Fees are paid monthly, and are deducted from your account. You can terminate the account with ten days' written notice, and fees will be prorated.
Location
1755 West Paradise Drive, West Bend, WI, 53095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald is the owner of Larson Wealth Management ISAN LLC, a registered investment advisory firm, dedicating nearly full-time hours to this role. He also coached high school basketball from November 2013 to March 2014.
Employment History
Current Registrations
Larson Wealth Management, LLC
Previous Registrations
LPL Financial LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.