Larson Financial Planning offers personalized investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. Christina A. Larson leads the firm, which focuses on long-term investment strategies primarily utilizing diversified mutual funds and exchange-traded funds. The firm acts legally required to act in your best interest and builds customized portfolios based on each client's specific goals, risk tolerance, and financial situation. In addition to managing portfolios, Larson Financial Planning provides comprehensive financial planning covering retirement, personal savings, education funding, and investment planning. The firm typically requires a minimum relationship size of $500,000 for ongoing portfolio management, though this minimum may be reduced or waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range from 0.50% to 1.50% based on the size of the relationship, services offered, and complexity. Fees are negotiable at the discretion of the advisor.