Larsen Financial Management (LFM) offers asset management services, managing custodial accounts with ongoing supervision. LFM also provides financial planning and consulting, covering financial goals, tax planning, asset allocation, risk management, and retirement planning. LFM may recommend third-party money managers (TPMMs) and receives a portion of the fee paid to the TPMMs.
Assets Under Management$1.3M
Clients14
Advisors1
Avg. per Client$95K
Avg. per Advisor$1.3M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.65% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.65% |
| $30M+ | 0.50% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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