Larson Wealth Management (LWM) offers financial planning, consulting, and investment management services. Financial planning includes analyzing client needs, setting goals, and creating plans covering investments, retirement, estate, education, and insurance. LWM also manages investment portfolios, making trades on your behalf. LWM does not guarantee investment results, and losses can occur.
Fee Structure
LWM manages investment portfolios for a fee calculated as a percentage of the value of your investments. The maximum fee charged is 2.0%. This fee is in addition to any transactional, administrative, servicing fees, and commissions charged by the account custodian. Fees are paid monthly, and are deducted from your account. You can terminate the account with ten days' written notice, and fees will be prorated.