John Scott Larson

Richards Merrill Wealth Management

40 Years of Experience

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Firm Information

Richards Merrill Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

8 advisors

Number of Clients

359 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$514.5M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $25K	0.90%
$25K - $50K	0.85%
$50K - $100K	0.80%
$100K - $250K	0.75%
$250K - $500K	0.95%
$500K - $1.0M	0.80%
$1.0M - $3.0M	0.75%
$3M+	0.67%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

This firm offers two advisory programs, IA1 and IA2, with different fee schedules. IA1 provides more investment diversity and quarterly contact, while IA2 focuses on mutual fund models with annual contact. IA1 fees range from 1.00% on the first $250,000 to 0.67% for amounts over $3 million. IA2 fees range from 0.90% on the first $25,000 to 0.75% for amounts over $100,000. IA1 fees include financial planning, while IA2 fees do not. Fees are negotiable. Clients are responsible for custodian and transaction fees.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Advisor Information

Office location

612 West Main Street, The M Building Suite 201, Spokane, WA, 99201

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Regulatory History (1)

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