David Lochstampfor is a registered investment advisor at Larson Financial Group, LLC, based in Saint Louis, MO, with 13 years of industry experience. David 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, Retirement Planning, and 1 more. Their firm serves 4,640 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 accounts over $5,000,000.
Fee Estimator
Location
100 N Broadway, Suite 1700, Saint Louis, MO, 63102
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Regulatory History
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.
Learn about disclosures →Other Business Activities
David assists his wife in evaluating investment properties through Genesis Three LLC, focusing on financial analysis to maximize profitability. He dedicates minimal time to this activity, which includes flipping houses and managing rentals.
Employment History
Current Registrations
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
State Registrations19 states
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