Larimer Capital Corporation offers investment advice and financial planning services. They focus on serving individuals who own privately-held businesses. Services include advisor-managed accounts, selection of third-party money managers, and financial planning. Financial plans cover personal finances, taxes, investments, insurance, retirement, business planning, and estate planning. Larimer Capital also acts as a broker-dealer.
Assets Under Management$170M
Clients101
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$85M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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