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. 

.	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 $1875 per quarter	Example: $750,000 portfolio-$1875.00 per quarter plus commissions?	?
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	?	?