Orlan Blaine Larson, operating as a sole proprietorship, provides investment management and financial advice to individuals, small businesses, and trusts. Services include tax planning, insurance planning, estate planning, and retirement planning. Investment advice is tailored to each client's needs and risk tolerance. Orlan Blaine Larson uses Charles Schwab & Co as the custodian for client assets.
Assets Under Management$56M
Clients48
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...