Larson Financial Advisors provides personalized investment advice and financial planning services to individuals, families, and businesses. They offer portfolio management, financial planning, and pension consulting services. Investment advice is tailored to meet client needs and objectives. They use various methods of analysis, including charting, technical, fundamental, and cyclical analysis.
Fee Structure
Larson Financial Advisors charges a percentage of the assets they manage for portfolio management services. The exact fee is negotiable but will not exceed 2% annually. Fees are billed either monthly or quarterly in advance, based on the value of your account. There is a minimum account value of $500,000 or a minimum annual fee of $6,250, but this may be waived at the firm's discretion.