Larimer Capital Corporation is a registered investment advisor founded in 1986 and based in Denver, Colorado, operating also as a securities broker-dealer. The firm primarily serves individuals who own and control privately-held businesses, as well as families, trusts, estates, and retirement plans. Larimer Capital Corporation provides continuous investment management on both a discretionary and non-discretionary basis, builds personalized investment policy statements, and selects third-party money managers when appropriate. The firm also manages held-away retirement accounts through third-party platforms. In addition to portfolio management, Larimer Capital Corporation provides comprehensive financial planning covering personal records, cash flow, taxes, retirement strategies, insurance, business continuity, and estate planning. The firm coordinates its services with clients' other professionals such as accountants and attorneys.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 for accounts over $5,000,000 are negotiable. Fees are billed monthly in arrears.