Larch Capital Partners Fees & Minimum

Overview

Headquarters: Miami, FL
Total Firm Assets: $3.0 billion
Average High-Net-Worth Client Portfolio Size: $1.6 million
Stated Minimum Account Size: $5,000,000

Fee Disclosure

Source: FORM ADV PART 2A (2026-05-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$20,000,000	1.00%
$20,000,001	$30,000,000	0.75%
$30,000,001	$50,000,000	0.65%
$50,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$50,000	1.00%
$10 million	$100,000	1.00%
$50 million	$405,000	0.81%
$100 million	$655,000	0.66%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 6.63%
Number of High-Net-Worth Clients: 121
Total Client Accounts: 613
Discretionary Accounts: 357
Non-Discretionary Accounts: 256

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 307653

FORM ADV PART 2A (2026-05-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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