Larch Capital Partners offers ongoing investment management services based on each client's individual goals, risk tolerance, and time horizon. Larch Capital creates an investment plan for each client to help select a portfolio that matches their specific situation. Larch Capital may select third-party portfolio managers to manage client assets.
Assets Under Management$1.7B
Clients323
Advisors10
Avg. per Client$5.2M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 1.00% |
| $20.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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