Mahone Tarrall
Mahone Tarrall is a registered investment advisor at Varra Wealth Management LLC, based in Louisville, CO, with 42 years of industry experience. Mahone operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 430 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Location
1849 Cherry St., Unit 16, Louisville, CO, 80027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mahone operates under several DBAs, including Tarrall & Tarrall, LLC and New West Advisers. He is also a registered investment advisor with Western Wealth Management, LLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Varra Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
Western Wealth Management LLC
LPL Financial LLC
Piper Jaffray INC.Broker
Jesup & Lamont, IncorporatedBroker
Hanifen, Imhoff Securities CORP.Broker
Hanifen, Imhoff INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.