David Larson is a registered investment advisor at Viawealth, LLC, based in Leawood, KS, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 87 clients with $260M 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 | 1.20% |
| $500K - $2.0M | 1.10% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for amounts greater than $10,000,000. Household assets are combined for purposes of determining fee rate. The firm also offers stand-alone investment management services with a different fee schedule: 1.00% on first $2,000,000, 0.80% on $2,000,001 - $5,000,000, 0.70% on $5,000,001 - $10,000,000, and negotiable for amounts greater than $10,000,001.
Fee Estimator
Location
8700 State Line Rd, Suite 325, Leawood, KS, 66206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Viawealth, LLC
State Registrations1 state
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