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CFA

Matthew Lavoie

Larson Financial Group, LLC
15 Years of Experience
Greenwood Village, CO
Broker
View SEC Summary
View SEC Summary

Matthew Lavoie is a CFA-designated registered investment advisor at Larson Financial Group, LLC, based in Greenwood Village, CO, with 15 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 4,961 clients with $5.5B in assets under management.

Larson Financial Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
4,961 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$5.5B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5M+0.70%

Fees for assets over $5,000,000 are negotiable. Other specialized programs may charge up to 2.25% and a $600 annual service fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5299 DTC Blvd, Suite 110, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Larson Financial Group, LLC
September 2024 - Present · 2 yrs 1 mo
Larson Financial Securities, LLCBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
March 2010 - June 2020 · 10 yrs 3 mos
Charles Schwab & CO., INC.
March 2010 - June 2020 · 10 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
September 2009 - February 2010 · 5 mos
Thrivent Investment Management INC.
August 2007 - August 2009 · 2 yrs
Thrivent Investment Management INC.Broker
July 2007 - August 2009 · 2 yrs 1 mo
E*trade Securities LLCBroker
August 2006 - June 2007 · 10 mos
State Registrations1 state
CO
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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