tagH2: How does the advisor help clients – Key Takeaways:
How does the advisor help clients – Key Takeaways:
Larson Wealth Management, LLC is a financial advisory firm that provides comprehensive wealth management services to clients. They prioritize their clients’ financial goals and work closely with them to create personalized strategies to achieve those goals.
Some key takeaways about how Larson Wealth Management, LLC helps clients include:
- Specializing in comprehensive wealth management services
- Personalized approach to financial planning
- Collaboration with clients to establish financial goals
- In-depth analysis to create tailored strategies for each client
- Diligent monitoring and adjustments to strategies as needed
Facts and Insights
Larson Wealth Management, LLC was founded in 2010 and is based in New York City. They are a registered investment advisor with the Securities and Exchange Commission.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 10 years |
Source: SNL Financial
Financial Services Offered
Larson Wealth Management, LLC offers a range of financial services to their clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Larson Wealth Management, LLC primarily works with high-net-worth individuals and families, as well as select institutional clients. These clients value personalized and comprehensive financial planning services to help them achieve their financial goals.
Fees & Compensation
Larson Wealth Management, LLC operates on a fee-only basis, meaning they do not receive commissions for the products or services they recommend to clients. Instead, they charge a percentage of the assets under management as their fee.
Background
The founder and managing director of Larson Wealth Management, LLC, John Larson, has over 25 years of experience in the financial services industry. He holds various certifications, including the Certified Financial Planner (CFP®) designation, and is dedicated to ongoing education and staying up-to-date on industry trends.
Financial Advisor Disclosures to Know
As a registered investment advisor, Larson Wealth Management, LLC has a fiduciary duty to act in the best interest of their clients. This means they are legally obligated to always put their clients’ interests before their own when making financial recommendations. The firm has a clean record with no disciplinary actions or regulatory events.