Our All Inclusive Value Package*

​We say "Get More For Your Money" because we include so many more services for the same fee or less that you would pay many other firms for investment management alone.  Your life is much more complex that just that one subject and our clients appreciate the time, knowledge and resources we commit to them, to ensure they are advised, protected and prepared in every area. They also appreciate that as a NAPFA registered investment advisor, we are only compensated by them and there are no hidden fees, commissions or conflicts of interest.

Although what you see below is a significant offering, it doesn't stop there. Our main focus is to help simplify your life by giving you the tools to keep you organized and on top of every changing life event. Check out the Larsen Wealth Management Family Wealth Map System, also included in this package.

We are available to families with a minimum of $500,000.00* in assets.
*The exception to that is if you are not retired and still in the accumulation phase. In that case we will start at $350,000.00. 
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Larsen Wealth Management, LLC
Typical Fee-Based Advsior
  Commissioned Advisors 
Form of Compensation
Fee Only
Fees and Commissions
Commission
Cost To Client
Fees start at $1250 per quarter
Example: $500,000 portfolio-$1250 per quarter
 Fiduciary Duty
Yes
Yes
No
Portfolio Analysis 
Yes
Yes
?
Investment Management
​(Ongoing)
Yes
Yes
?
Goal Setting and Monitoring
Yes
Yes
?
Cash Flow Planning
Yes
Yes
?
Social Security Planning
Yes
?
?
Retirement Planning
Yes
?
?
Financial Position Review
Yes
?
?
Tax Minimization
Yes
?
?
Estate Planning
Yes
?
?
Insurance Reviews
Yes
?
?
Health Care Planning
Yes
?
?
Major Purchase Planning
Yes
?
?
Coordination with Attorney's, CPA's, etc.
Yes
?
?
Unbiased Advice (Not influenced by products or affiliations)
Yes
?
?
The acronym "RIA" stands for Registered Investment Advisor.  It is not a designation, credential, endorsement, membership organization, or award.  A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.  Registration is not an endorsement by the government, nor does it mean a government agency approves an advisor or reviews its qualifications.  Registration does not imply a certain level of skill or training, nor does it guarantee success or future performance.

To learn more about working with an independent RIA, visit www.riastandsforyou.com.  By clicking on this link, you will leave the website of Larsen Wealth Management, LLC  and will enter a third-party website managed by Charles Schwab & Co., Inc. ("Schwab") that provides educational content for investors.  This third-party site is not affiliated with Larsen Wealth, nor is Larsen Wealth responsible for its content. Larsen Wealth has made no judgment or warranty with respect to the accuracy, timeliness, completeness, or suitability of its content.  The link is provided by Larsen Wealth solely as a convenience to you, and your use of the site is at your own risk.  Larsen Wealth Management is independent from and not affiliated with Schwab; however, Larsen Wealth Management uses Schwab for custody, trading, and operational support.