Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for discretionary accounts generally range from 1.50% to 2.50% per year, with a minimum of $3,750 per quarter. Non-discretionary accounts start at 1.50% per year, with a minimum of $1,250 per quarter. Hourly fees for non-discretionary accounts are $500 per hour. Portfolio consolidation services range from $1,000 to $5,000 per month, plus a one-time setup fee of $3,000 to $5,000. All fees are subject to negotiation.
Areas of Practice
Advisor Information
Office location
1450 Brickell Ave, Suite 2610, Miami, FL, 33131
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
Larice is a partner (33%) in PGL3 Services LLC, which provides accounting and tax services. Larice is responsible for bookkeeping of clients and works about a quarter of their time.