Larson Financial Group offers comprehensive financial planning and investment management services to individuals, families, and business owners, with a specialized focus on healthcare professionals like doctors. Larson Financial Group helps clients establish specific financial goals by considering their investment history, family background, risk tolerance, and time horizons. The firm creates personalized portfolio strategies using model asset allocation programs, individual stocks, exchange-traded funds, mutual funds, and third-party managers. Advisory accounts can be managed on a discretionary basis where Larson Financial Group makes trades without prior approval, or on a non-discretionary basis. In addition to investment management, Larson Financial Group provides holistic financial planning covering taxes, cash flow, retirement, estate planning, insurance, and business needs. The firm operates with various affiliates that offer related services such as accounting, tax preparation, and insurance brokerage, creating potential conflicts of interest that are managed through disclosures and client choice.
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 for assets over $5,000,000 are negotiable. Other specialized programs may charge up to 2.25% and a $600 annual service fee.