Larson Financial Group, LLC
Assets Under Management
$4.0B
Number of Clients
4,640
Number of Advisors
66
Average Client AUM
$869K
AUM per Advisor
$61.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Larson Financial Group provides financial planning and investment advisory services to individuals, organizations, trusts, and for-profit/non-profit entities. They offer continuous advice based on client's objectives, risk tolerance, and liquidity needs. Services include investment advisory, model portfolio management, defined benefit/contribution consulting, and financial planning.
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
Location
100 N Broadway, Suite 1700, Saint Louis, MO, 63102