Larchmont Wealth Advisors offers financial planning and portfolio management services. Financial planning covers cash flow, debt management, risk management, employee benefits, retirement, education funding, estate planning, divorce planning, and business consultation. Portfolio management implements investment strategies based on your risk profile and goals. Larchmont Wealth Advisors acts as your portfolio manager under a discretionary or nondiscretionary agreement.
Assets Under Management$3.9M
Clients21
Advisors1
Avg. per Client$190K
Avg. per Advisor$3.9M
Fee Structure
Investment management only (planning not offered)
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 by the President of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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