Larsen Wealth Management (LWM) offers ongoing portfolio management based on individual client goals and risk tolerance. LWM also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. LWM generally advises on mutual funds, fixed income, real estate funds, insurance products including annuities, equities, ETFs, and treasury inflation protected/inflation linked bonds.
Assets Under Management$170M
Clients124
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.00% |
| $300K - $350K | 1.75% |
| $350K - $400K | 1.50% |
| $400K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.95% |
| $6.0M - $7.0M | 0.90% |
| $7.0M - $8.0M | 0.85% |
| $8.0M - $9.0M | 0.80% |
| $9.0M - $10.0M | 0.75% |
| $10M+ | 0.70% |
Lesser amounts than $250,000 may be considered under certain circumstances and fees to be determined on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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