| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for assets over $5,000,001.
100 N Broadway, Suite 1700, Saint Louis, MO, 63102
Get directionsAnthony is a shareholder in Larson Financial Holdings, LLC, advises and brokers disability insurance products through Foster Klima, LLC, and is an owner of AJF Holdings, LLC providing financial advisory services. He is also a partner in Larson Capital Management, LLC, which operates private equity funds investing in commercial real estate, dedicating a few hours per week to this.