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How does the advisor help clients – Key Takeaways:
LARSEN FINANCIAL MANAGEMENT is a highly reputable financial management firm that provides expert guidance and support to clients in managing their finances. With over 10 years of experience, the firm has established a strong track record of success in helping clients achieve their financial goals. Through their personalized approach and comprehensive range of services, they assist clients in making the most of their assets and planning for a secure financial future.
Facts and Insights
Here are some key facts and insights about LARSEN FINANCIAL MANAGEMENT:
- Founded in 2008
- Over $500 million in assets under management
- A team of 10 highly qualified and experienced advisors
- Provides comprehensive financial planning and investment management services
- Serves a diverse client base, including individuals, families, and businesses
- Committed to providing personalized and customized solutions to meet each client’s unique needs
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management
Number of Advisors
Time in Business
$500 million+
10
Over 10 years
Financial Services Offered
LARSEN FINANCIAL MANAGEMENT offers a wide range of financial services to help clients make informed and strategic decisions about their finances. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
- Business planning
Client Types
The team at LARSEN FINANCIAL MANAGEMENT works with a diverse range of clients, including:
- Individuals and families
- Business owners
- Professionals and executives
- Retirees
- High-net-worth individuals
- Trusts and estates
- Non-profit organizations
Fees & Compensation
At LARSEN FINANCIAL MANAGEMENT, transparency and fairness are paramount in their fee structure. They believe in maintaining a fee-only compensation model, meaning they do not receive commissions or any other form of compensation from third parties. This ensures their advice is always solely focused on what is in the client’s best interest. Fees are based on a percentage of assets under management, ensuring that their goals are aligned with those of their clients.
Background
LARSEN FINANCIAL MANAGEMENT was founded in 2008 by John Larsen, a highly experienced financial advisor with a passion for helping others achieve financial success. After years of working for large financial institutions, John saw the need for more personalized and comprehensive financial planning services for individuals and families. He, along with his team of dedicated advisors, has since worked tirelessly to provide clients with the expert guidance and support they need to reach their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, LARSEN FINANCIAL MANAGEMENT is committed to upholding the highest ethical standards and complying with all industry regulations. They provide clients with complete transparency and disclose all potential conflicts of interest, ensuring that clients have all the information they need to make informed decisions. The firm also undergoes regular audits and compliance reviews to guarantee the highest level of service and professionalism.
How does the advisor help clients – Key Takeaways:
LARSEN FINANCIAL MANAGEMENT is a highly reputable financial management firm that provides expert guidance and support to clients in managing their finances. With over 10 years of experience, the firm has established a strong track record of success in helping clients achieve their financial goals. Through their personalized approach and comprehensive range of services, they assist clients in making the most of their assets and planning for a secure financial future.
Facts and Insights
Here are some key facts and insights about LARSEN FINANCIAL MANAGEMENT:
- Founded in 2008
- Over $500 million in assets under management
- A team of 10 highly qualified and experienced advisors
- Provides comprehensive financial planning and investment management services
- Serves a diverse client base, including individuals, families, and businesses
- Committed to providing personalized and customized solutions to meet each client’s unique needs
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | Over 10 years |
Financial Services Offered
LARSEN FINANCIAL MANAGEMENT offers a wide range of financial services to help clients make informed and strategic decisions about their finances. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
- Business planning
Client Types
The team at LARSEN FINANCIAL MANAGEMENT works with a diverse range of clients, including:
- Individuals and families
- Business owners
- Professionals and executives
- Retirees
- High-net-worth individuals
- Trusts and estates
- Non-profit organizations
Fees & Compensation
At LARSEN FINANCIAL MANAGEMENT, transparency and fairness are paramount in their fee structure. They believe in maintaining a fee-only compensation model, meaning they do not receive commissions or any other form of compensation from third parties. This ensures their advice is always solely focused on what is in the client’s best interest. Fees are based on a percentage of assets under management, ensuring that their goals are aligned with those of their clients.
Background
LARSEN FINANCIAL MANAGEMENT was founded in 2008 by John Larsen, a highly experienced financial advisor with a passion for helping others achieve financial success. After years of working for large financial institutions, John saw the need for more personalized and comprehensive financial planning services for individuals and families. He, along with his team of dedicated advisors, has since worked tirelessly to provide clients with the expert guidance and support they need to reach their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, LARSEN FINANCIAL MANAGEMENT is committed to upholding the highest ethical standards and complying with all industry regulations. They provide clients with complete transparency and disclose all potential conflicts of interest, ensuring that clients have all the information they need to make informed decisions. The firm also undergoes regular audits and compliance reviews to guarantee the highest level of service and professionalism.