Larry Knudsen
Larry Knudsen is a registered investment advisor at Hohimer Wealth Management, LLC, based in Seattle, WA, with 32 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 440 clients with $990M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
This fee schedule may be based on cumulative household assets under management. However, certain federal retirement plan rules prevent combining corporate plans with personal assets for fee reduction.
Fee Estimator
Location
One Union Square, 600 University Street, Suite 2401, Seattle, WA, 98101
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2024Customer Dispute
March 2006Other Business ActivitiesSells Insurance
Larry is the managing member in LLCs owning commercial properties and is involved in various real estate LLCs, dedicating minimal time to these activities. He also has an interest in Triad Wealth Stewardship LLC, which offers insurance and consulting services.
Employment History
Current Registrations
Hohimer Wealth Management, LLC
Previous Registrations
Hightower Advisors, LLC
Triad
Cambridge Investment Research Advisors, INC.
Aig Financial Advisors, INC.
Sentra Securities CORP
Moss Adams Wealth Advisors LLC
State Registrations2 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.