Larchmont Wealth Advisors is a registered investment advisor founded in 2015 and based in Lunenburg, Massachusetts. The firm offers personalized investment management and broad-based financial planning services to individuals, families, and small business owners. Led by President and Chief Compliance Officer Brian H. Sawyer, Larchmont Wealth Advisors creates customized portfolios using a top-down research approach and strategies such as active asset management, core-plus-satellite, and Modern Portfolio Theory. The firm assists clients with various aspects of their financial lives, including retirement planning, cash flow and debt management, risk management, employee benefits, education funding, estate planning, and divorce planning. Larchmont Wealth Advisors operates as a registered investment advisor and acts in the best interest of clients at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.35% |
Fees may be discounted at the discretion of the firm's President. Accounts for individuals or family members may be aggregated for fee discounts.