Richard Frith
Richard Frith is a registered investment advisor at Larson Financial Group, LLC, based in Saint Louis, MO, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 4,640 clients with $4B 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
100 N Broadway, Suite 1700, Saint Louis, MO, 63102
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2017Regulatory
September 2016Other Business ActivitiesSells Insurance
Richard is involved in several business activities, including real estate management through Lagos Properties, LLC and Serpent Lake Real Estate, LLC, where he dedicates minimal time and a few hours per week, respectively. He also provides disability insurance services through Foster Klima, spending minimal time, and owns Reid Enterprises, LLC, where he spends nearly full-time on financial advisory services.
Employment History
Current Registrations
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Previous Registrations
Larson Wealth Partners
Financial Network Investment CorporationBroker
Sagepoint Financial, INC.Broker
State Registrations33 states
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.