Overview

Headquarters
Denver, CO
Total Firm Assets
$170 million
Average High-Net-Worth Client Portfolio Size
$3.5 million

Fee Disclosure

Source: LARIMER CAPITAL CORPORATION FORM ADV PART 2A (2026-03-04) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 2.00%
$250,001 $500,000 1.75%
$500,001 $1,000,000 1.50%
$1,000,001 $3,000,000 1.00%
$3,000,001 $5,000,000 0.75%
$5,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $16,875 1.69%
$5 million $51,875 1.04%
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
92.05%
Number of High-Net-Worth Clients
45
Total Client Accounts
330
Discretionary Accounts
330

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number
18189
  • LARIMER CAPITAL CORPORATION FORM ADV PART 2A (2026-03-04) (fee schedule source) · View brochure text

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

Frequently Asked Questions