Christine Larson-Postel is a CFP-designated registered investment advisor at Minerva Planning Group, based in Lexington, OH, with 18 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 122 clients with $240M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.40% |
Fees may be negotiable at the sole discretion of the firm. Client fees take into consideration aggregate assets under management.
Fee Estimator
Location
Lexington, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Minerva Planning Group
Previous Registrations
Pinnacle Advisors
State Registrations1 state
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