Robert Larue
Robert Larue is a registered investment advisor at Owen Larue Financial Group, based in Elizabethtown, KY, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 605 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Owen LaRue charges a fee based on a percentage of the value of your investments. The specific fee is agreed upon in your investment advisory agreement. The fee is calculated on the value of your account and billed quarterly in advance. Fees may vary based on the size of the account, complexity, and activity. Owen LaRue may negotiate a fixed fee. Employees and their family members receive a reduced fee.
Location
109 W. Poplar Street, Elizabethtown, KY, 42701
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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 ActivitiesSells Insurance
Robert is an insurance agent selling non-investment related insurance through various carriers. He also co-owns a real estate development company (ERA, LLC) and a pizza restaurant, and is a partner in another real estate development company, spending a few hours per week on that. Additionally, Robert is a board member for two organizations, dedicating minimal time to each.
Employment History
Current Registrations
Owen Larue Financial Group
Previous Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Edward D. Jones & CO., L.P.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
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.