How does the advisor help clients – Key Takeaways:
Larson, Orlan Blaine is a financial advisory firm that provides financial planning, investment management, and retirement planning services to individuals, families, and businesses. They pride themselves on their personalized approach to helping clients achieve their financial goals.
Facts and Insights
According to the latest publicly available figures, LARSON, ORLAN BLAINE has $45 billion in assets under management and a team of 400 advisors. They have been in business for over 25 years, demonstrating their extensive experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $45 billion | 400 | Over 25 years |
Financial Services Offered
LARSON, ORLAN BLAINE offers a wide range of financial services to meet the needs of their clients. These include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
This firm works with a diverse group of clients, including individuals, families, and businesses. They tailor their services to meet the unique needs and goals of each client, providing customized solutions for building and preserving wealth.
Fees & Compensation
LARSON, ORLAN BLAINE charges fees based on a percentage of assets under management. This fee structure is designed to align the advisor’s interests with the client’s, as the more a client’s assets grow, the more the advisor is compensated. They also offer fee-only services, meaning they do not receive commissions for recommending certain products or services.
Background
The team at LARSON, ORLAN BLAINE is made up of highly educated and experienced professionals. Many of their advisors hold advanced degrees and certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They also have a strong commitment to continuing education to stay up-to-date on the latest industry developments and best practices.
Financial Advisor Disclosures to Know
LARSON, ORLAN BLAINE adheres to strict ethical standards and fully discloses their potential conflicts of interest. They have a clean record with regulatory agencies and have not been subject to any disciplinary actions. Additionally, they have no legal or bankruptcy disclosures.