Larson Williams Wealth Advisors, based in Cedar City, Utah, offers investment advice and portfolio management. They design custom portfolios or refer clients to third-party managers. They invest in various securities, including stocks, bonds, mutual funds, and ETFs. They may recommend rolling over retirement accounts, acting as fiduciaries and prioritizing client interests. The firm manages client assets on a discretionary basis.
Assets Under Management$140M
Clients537
Advisors2
Avg. per Client$260K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Advisory fee is negotiable. Assets managed by Third Party Money Managers will be included in calculating the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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