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Steven Laraway

25 Years of Experience
St. Cloud, MN
BrokerSells Insurance

Steven Laraway is a registered investment advisor at Lfa, based in St. Cloud, MN, with 25 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 518 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
518 clients
Average Client Portfolio
$679K average
Assets Under Management
$351.5M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M0.50%
$5M+0.25%

Advisory fee is negotiable depending on individual client circumstances.

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

1219 - 33rd Street South, St. Cloud, MN, 56301

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Steven is the chief manager of Laraway Properties LLC, president/independent agent for Laraway Insurance Services Inc, advisory rep/secretary of Laraway Financial Advisors, Inc, and a board member for multiple organizations. He dedicates about a quarter of his time to Laraway Financial Advisors, Inc and a few hours per week to his other roles.

Employment History
Current Registrations
Lfa
December 2013 - Present · 12 yrs 5 mos
Cambridge Investment Research, INC.Broker
November 2000 - Present · 25 yrs 6 mos
State Registrations1 state
MN
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.