Victor Larsen
Advisor at Larsen Financial Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Larsen Financial Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Larsen Financial Management
Location
San Antonio, TX 78230
Credentials
CFP®, Series 63
Industry experience
38 years
Victor Larsen is a CFP® professional with 38 years of industry experience, currently serving as the sole advisor at Larsen Financial Management. His prior experience includes roles at Sensus Wealth Management Group, National Asset Management, National Securities Corp, and WFG Investments Inc. In addition to his advisory work, Larsen owns and operates a tax preparation and consulting business and is also active as an independent insurance agent and a realtor. Larsen Financial Management is an independent advisory firm providing discretionary asset management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and other business entities. The firm uses both fundamental and technical analysis and employs a range of strategies across multiple asset classes, typically under discretionary authority.
Based on Larsen Financial Management
Based on Larsen Financial Management
$500 - $10,000 fixed fee for financial planning and consulting (qualified client only)
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.65% $3,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.75% $20,000,001 - $30,000,000: 0.65% $30,000,001+: 0.50%
$150 - $500 per hour for financial planning and consulting
Performance allocation up to 20% of net capital appreciation (qualified clients only)
Minimum fee: Minimum annual fee: $1,500 Fee-only: Financial planning and consulting fees: Hourly $150-$500 per hour; Fixed fee $500-$10,000 (for qualified client only)
11314 Whisper Dawn
San Antonio, TX 78230
Texas
Larsen Financial Management LLC
2022 - Present (4 years)
Sensus Wealth Management Group, LLC
2017 - 2022 (5 years)
National Asset Managment
2017 - 2017 (1 year)
National Securities Corp
2017 - 2017 (1 year)
WFG Investments Inc
2009 - 2017 (8 years)
Victor J. Larsen Tax Planning and Consulting
1983 - Present (43 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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