Orlan Blaine Larson is a registered investment advisor based in Santa Clarita, California, offering portfolio management and financial advice to individuals, small businesses, and trusts. The firm builds customized asset allocation models utilizing stocks, bonds, mutual funds, exchange-traded funds, and other public market investments. In addition to managing investments, Orlan Blaine Larson provides guidance on retirement planning, insurance, estate planning, and general financial decisions. The firm operates on a fee-only basis, charging clients directly through percentages of invested assets, hourly rates, or fixed annual fees, without selling commission-based products. Investment assets are custodied at Charles Schwab & Co. Clients also have access to tax preparation and accounting services through a related firm, OB Larson & Associates, LLC, though utilizing those services is entirely optional.
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 client situation and typically vary between 0.5% and 1.0% annually.