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Mikael Larsson

11 Years of Experience
Stockholm

Mikael Larsson is a registered investment advisor at Stratacore Capital Management, LLC., based in Stockholm, with 11 years of industry experience. Mikael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 111 clients with $97M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
111 clients
Average Client Portfolio
$874K average
Assets Under Management
$97.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1M+1.25%

Annual fee may be negotiable for amounts over $1,000,000. Accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mikael is the Vice President of Backwater Investment Group AB, a business consulting firm in Stockholm, Sweden, since 2021. This activity is not investment-related and takes about half of Mikael's time.

Employment History
Current Registrations
Stratacore Capital Management, LLC.
December 2014 - Present · 11 yrs 5 mos
State Registrations2 states
NJNY
Advisor

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.