Mark Larsen
Mark Larsen is a CFP-designated registered investment advisor at Purus Wealth Management, LLC, based in Newport Beach, CA, with 38 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 610 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for Non-Wrap Asset Management For Held Away Accounts will not exceed 1%. Fees are negotiable.
Fee Estimator
Location
4675 Macarthur Court, Suite 770, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Mark is a Managing Partner/CEO at Purus Wealth Management, dedicating full-time hours to meeting with clients and advising on wealth management. He is also a fixed insurance agent with PKS Financial, spending a few hours per week. Additionally, Mark is the President of MANB Inc, managing marketing activities for minimal time.
Employment History
Current Registrations
Purus Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Waddell & Reed
Waddell & ReedBroker
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.