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 |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Investment advisory fees range from 0.70% to 1.75% annually, billed quarterly based on assets under management. Other portfolio management programs may charge up to 2.25%. Financial planning fees are either hourly ($75-$300) or fixed ($1,500-$20,000), both negotiable. A $600 annual service fee applies to certain accounts, but may be waived. Fees are negotiable based on client circumstances. Discounts may be offered to family/friends of associated persons.
Areas of Practice
Advisor Information
Office location
100 N Broadway, Suite 1700, Saint Louis, MO, 63102
Get directionsRegulatory History (4)
Customer Dispute
July 2017Customer Dispute
January 2017Customer Dispute
November 2015Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Anthony is a shareholder in Larson Financial Holdings, LLC, advises and brokers disability insurance products through Foster Klima, LLC, and is an owner of AJF Holdings, LLC providing financial advisory services. He is also a partner in Larson Capital Management, LLC, which operates private equity funds investing in commercial real estate, dedicating a few hours per week to this.