Larson Financial Group offers financial planning and investment management to individuals, organizations, trusts, and for-profit/non-profit entities. They focus on serving doctors and related businesses. Services include investment advice, model portfolio management, defined benefit/contribution consulting, and financial planning. Investment recommendations include exchange-listed securities, over-the-counter securities, certificates of deposit, municipal securities, pooled investment vehicles, and insurance products.
Assets Under Management$4B
Clients4,640
Advisors65
Avg. per Client$870K
Avg. per Advisor$62M
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
65 Advisors at this firm
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