Scott Larson is a registered investment advisor at Bannerstone Capital, based in Wayzata, MN, with 14 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 102 clients with $140M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
102 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$143.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable, particularly for fixed income portfolios.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
328 Barry Avenue South, Suite 210, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2003Closed-No Action
Employment History
Current Registrations
Bannerstone Capital
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2002 - May 2008 · 5 yrs 8 mos
State Registrations2 states
MNWI
Advisor
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.