Melissa Larson is a registered investment advisor at Larson, Orlan Blaine, based in Santa Clarita, CA, with 4 years of industry experience. Melissa 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 48 clients with $56M 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 | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fees are negotiable depending on the client's unique requirements.
Fee Estimator
Location
Santa Clarita, CA
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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
Larson, Orlan Blaine
State Registrations1 state
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