Larry Freie
Larry Freie is a ChFC-designated registered investment advisor at Bellwether Wealth, based in Lincoln, NE, with 42 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 500 clients with $680M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.82% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.63% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.38% |
Minimum fee is $3,125. Fees may be negotiable. AUM excludes any non-managed assets held in a managed account.
Fee Estimator
Location
140 North 8th Street, Suite 210, Lincoln, NE, 68058
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2018Customer Dispute
March 2015Customer Dispute
January 2013Other Business ActivitiesSells Insurance
Larry is a registered representative with Kestra Investment Services, LLC and provides investment advisory services through Kestra Advisory Services, LLC, spending nearly full-time on these activities. He also serves as President of the Willow Springs Homeowners Association, dedicating minimal time to this role.
Employment History
Current Registrations
Bellwether Wealth
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Walnut Street Securities, INC.Broker
Princor Financial Services CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.