Larimer Capital Corporation
Assets Under Management
$156.2M
Number of Clients
123
Number of Advisors
2
Average Client AUM
$1.3M
AUM per Advisor
$78.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Larimer Capital Corporation offers investment supervisory services, selection and monitoring of third-party money managers, 401k services through Pontera, and financial planning. They primarily serve individuals who control their own privately-held businesses. Services are coordinated with other advisors like accountants and attorneys.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Investment supervisory fees range from 0.75% to 2.00% of assets under management. Financial planning fees are fixed, typically ranging from $1,000 to $25,000, depending on the complexity. Hourly fee billing options are also available upon request. The investment advisory fee for 401k services through Pontera is 1%. Discounts may be offered to family members and friends of associated persons.
Areas of Practice
Location
1720 South Bellaire Street, Suite 1110, Denver, CO, 80222