Dermott Larkin is a registered investment advisor at Cypress Wealth Services, LLC, based in Burlingame, CA, with 8 years of industry experience. Dermott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 836 clients with $1.3B 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 | 1.50% |
Fees will not exceed 1.50% annually and are negotiable at the sole discretion of the firm. Certain clients may have a fixed annual fee or fixed rate fee.
Fee Estimator
Location
Burlingame, CA
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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 →Employment History
Current Registrations
Cypress Wealth Services, LLC
Previous Registrations
Perigon Wealth Management, LLC
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.
Exams
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