Joseph M. Larsen, C.P.A., P.C. offers portfolio management services based on your individual goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Financial planning may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. The firm generally limits its investment advice to mutual funds.
Assets Under Management$2.2M
Clients2
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$2.2M
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Fee Structure
Minimum Investment:$1.6K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,600
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fee of $1,600.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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