Larsen Wealth Management (LWM) offers ongoing portfolio management and financial planning services tailored to each client's goals, objectives, time horizon, and risk tolerance. LWM creates an Investment Policy Statement for each client. LWM generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, real estate funds, non-U.S. securities, commodities, hedge funds, insurance products including fee-only annuities, alternative investments, and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | Included |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.60% |
Fees are non-negotiable except for accounts greater than $10,000,000, which the fee may be negotiable. Clients that have the minimum account balance of either $750,000 or lower are currently legacy clients and are charged the rate discussed between LWM and the Client upon opening their account. Clients that wish to engage in our business and have lower than the required minimum balance will not be charged in excess of $1,875 per quarter. Our firm will not charge more than $40,000.00 for clients with assets of $5,000,001 or higher.