Victor Larsen
Victor Larsen is a CFP-designated registered investment advisor at Larsen Financial Management, based in San Antonio, TX, with 38 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 14 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.65% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.65% |
| $30M+ | 0.50% |
Asset management fees are negotiable.
Fee Estimator
Location
11314 Whisper Dawn, San Antonio, TX, 78230
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Victor owns Victor Larsen CPA, providing tax preparation, consulting, and accounting services since 1983, dedicating a few hours per week. He is also an independent insurance agent selling insurance products since 1997, also dedicating a few hours per week.
Employment History
Current Registrations
Larsen Financial Management
Previous Registrations
Sensus Wealth Management Group LLC
National Securities CorporationBroker
National Asset Management, INC.
Wfg Investments, INC.Broker
Wfg Advisors, LP
Wfg Advisors, LP
Wfg Investments, INC.Broker
Larsen Financial Management, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
Mimlic Sales CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
Penn Mutual Equity Services, INC.Broker
Mimlic Sales CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.