Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| $0K - $100K | 1.95% |
| $100K - $250K | 1.70% |
| $250K - $1.0M | 1.45% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Investment supervisory fees are based on a percentage of assets under management, as detailed in the fee table. Accounts holding variable annuities only are charged 1.00% annually, and these values are not included in the household's management fee tier calculation. Fees may be negotiable in certain circumstances. Consulting fees range from $125 to $300 per hour, depending on the nature and complexity of the client's circumstances. Financial and estate planning fees are negotiated for non-clients based on plan complexity.
Areas of Practice
Advisor Information
Office location
226 N. Broad Street, Mankato, MN, 56001
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Larry is the president of the South Central College Foundation's finance committee, spending minimal time reviewing financial statements. He also dedicates nearly full-time hours to DBA Advisor Services of Florida, LLC, performing contract-related services for LifePlan Financial, LLC, and spends minimal time as president and treasurer of 226 Building LLC, which leases commercial buildings.