Bedford Otey is a registered investment advisor at Larson Financial Group, LLC, based in Saint Louis, MO, with 10 years of industry experience. Bedford 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
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Bedford is an independent contractor for Montana By Referral, LLC, a real estate referral network, since 2015. Bedford also works as a performer for Intermountain Opera, dedicating a few hours per week to singing a small role in a production.
Employment History
Current Registrations
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Larson Financial Securities, LLC
State Registrations21 states
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