BL
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Brandon Andrew Lochstampfor

13 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
4,640 clients
Average Client Portfolio
$869K average
Assets Under Management
$4.0B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5M+0.70%

Fees negotiable for assets over $5,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$600
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Location

100 N Broadway, Suite 1700, Saint Louis, MO, 63102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brandon owns Brandon Lochstampfor, LLC, providing financial advisor services, dedicating full-time hours to this. He also serves as a manager for Arimathea Holdings, LLC, a real estate holding company, spending minimal time on this.

Employment History
Current Registrations
Larson Financial Group, LLC
August 2012 - Present · 13 yrs 6 mos
Larson Financial Securities, LLCBroker
July 2012 - Present · 13 yrs 7 mos
State Registrations14 states
CACOFLIAILKSKYMONENYOHOKTXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.