Larsen Financial Services provides investment management services, analyzing client accounts and offering investment advice based on their goals and risk tolerance. They recommend various securities, including stocks, bonds, mutual funds, and ETFs. They also offer investment and financial planning advice for an hourly fee, covering insurance needs, retirement planning, and asset allocation.
Assets Under Management$4.3M
Clients9
Advisors1
Avg. per Client$480K
Avg. per Advisor$4.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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