| Assets Under Management | 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 assets over $5,000,001.
100 N Broadway, Suite 1700, Saint Louis, MO, 63102
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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 →Colin is a shareholder in Larson Financial Holdings, LLC, a non-operating holding company, dedicating minimal time. He is also a board member for Lakeland Volunteers in Medicine, a community health clinic, spending minimal time providing strategic oversight and support.