I am having a hard time justifying why to stay with Larson when I pay a fee of $1500 a year plus Larson makes over 1.0 percent off of my accounts. My understanding is that anything over 1 percent is a rip off and not sure what the $1500 fee is about. If it is to have quarterly meetings with me, well anyone in town will do that for 1 percent for a client that will be a long term 30+ yr client. Thinking of moving to someone that will charge me 1 percent or less and not charge me the $1500 a year and still meet with me.
120 S. Central, Suite 1420Saint Louis, MO 63105
We have had about ten years of great experience working with Paul Larson. He is very knowledgeable, helpful, and has many tools to ensure your short- and long-term financial success. We have used his services for insurance, investments, contract negotiation, and college savings plans. He has gathered a great team over the years. We were glad to have MedTax as an affiliate for our tax services and a little sad about losing that great partnership.
Really taught me about financial protection, savings, tax liability. Exactly what I was hoping for under 'one roof'. More than anything, they listen and provide guidance with my best interests in mind for the future. The quarterly meetings are beneficial and allow for good discussions about my financial stability.