Assets Under Management
$156.2M
Number of Clients
123
Number of Advisors
2
Average Client AUM
$1.3M
AUM per Advisor
$78.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Larimer Capital Corporation provides financial planning and investment advisory services, primarily serving individuals who control their own privately-held businesses. Services are provided on a fee basis, coordinating with other advisors like accountants and attorneys. Client objectives are continually monitored and reviewed annually.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,001.
1720 South Bellaire Street, Suite 1110, Denver, CO, 80222