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Larry Skarset

Ip Financial Advisory Services LLC
39 Years of Experience
Santa Clara, CA
1 DisclosureBroker
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Larry Skarset is a registered investment advisor at Ip Financial Advisory Services LLC, based in Santa Clara, CA, with 39 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.

Ip Financial Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
133 advisors
Number of Clients
2,001 clients
Average Client Portfolio
$241K average
Assets Under Management
$481.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K+2.00%

Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Santa Clara, CA

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History

Regulatory History (1)
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Criminal
February 1973
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ip Financial Advisory Services LLC
February 2026 - Present · 8 mos
Innovation Partners LLCBroker
February 2023 - Present · 3 yrs 8 mos
Innovation Partners LLC
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Lifemark Securities CORP.Broker
October 2012 - March 2023 · 10 yrs 5 mos
Fsc Securities CorporationBroker
April 2011 - October 2012 · 1 yr 6 mos
Qa3 Financial CORP.Broker
October 2009 - February 2011 · 1 yr 4 mos
Western International Securities, INC.Broker
September 1997 - March 2009 · 11 yrs 6 mos
Interfirst Capital CorporationBroker
March 1986 - August 1997 · 11 yrs 5 mos
State Registrations4 states
CAIDUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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