Urban Larson is a registered investment advisor at White Pine Advisory LLC, based in Brookline, MA, with 6 years of industry experience. Urban operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $5.9M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
Brookline, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
White Pine Advisory LLC
State Registrations1 state
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