Larson Wealth Management offers investment management and financial planning services to individuals, high-net-worth individuals, family offices, and retirement plans. Larson Wealth Management manages investments based on each client's objectives and needs. They offer both discretionary and non-discretionary asset management. They also provide comprehensive financial plans covering budgeting, retirement, investments, debt management, and estate planning.
Assets Under Management$36M
Clients267
Advisors1
Avg. per Client$130K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.65% |
Discounts or fee reductions may be offered to clients on a case by case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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