Clear, Transparent Fees.
An AUM fee is a percentage of the investments we manage for you. Your fee reflects the size of your portfolio, your specific needs, and the level of planning required. The benefit? Our incentives are fully aligned, when your investments perform well, we do too.
What’s Included in AUM Fees
Comprehensive Financial Planning
We’ll help you look at the full picture—retirement, tax, insurance, and estate planning—so every part of your financial life works together to support your goals, your family, and your future.
Active Investment Management
Your portfolio won’t be left on autopilot. We’ll design it around your objectives, monitor it continuously, and rebalance when needed to keep you on track through changing markets.
Dedicated Advisor Access
Whether it’s a quick question, a strategy review, or just peace of mind, we’re here for you when you need us—not just once a year.
Team-Based Coordination
Your finances don’t exist in a vacuum. We’ll coordinate with your CPA, attorney, and other professionals to make sure your wealth strategy is seamless and aligned across every area of your life.
Q: Where is my money held?
A: Your accounts are safely custodied at RBC Clearing & Custody, one of the largest and most trusted clearing firms in the U.S. RBC provides the technology, trade execution, and account security that give you the same peace of mind you’d expect at a major financial institution. While Larchmont Wealth manages your investments and financial plan, RBC serves as the independent custodian—so your assets are never held directly by us.
Q: How do you charge fees?
A: We operate on a simple, transparent Assets Under Management (AUM) fee model. No hidden costs. As your wealth grows, so does our incentive to continue serving you with excellence. Fees are paid out of the account quarterly.
Q: Are you a fiduciary?
A: Yes. Every advisor at Larchmont Wealth is a fiduciary, which means we are legally and ethically obligated to put your best interests first at all times. Our guidance is unbiased, transparent, and designed to align your wealth strategy with your goals—not ours.
More Questions? Contact us.
