Assets Under Management
$4.0B
Number of Clients
4,640
Number of Advisors
66
Average Client AUM
$869K
AUM per Advisor
$61.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Larson Financial Group offers financial planning and investment advisory services to individuals, organizations, trusts, and for-profit/non-profit entities, with a focus on doctors and related businesses. Services include investment advice, model portfolio management, and financial planning.
| 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