Larry Miranda
Larry Miranda is a registered investment advisor at Palo Seco Wealth Management, based in Corona, CA, with 19 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 44 clients with $13M 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 | 0.70% |
Certain legacy clients and family members may pay different fees. The fee may be negotiable in certain cases. If a third-party investment manager is used, additional fees ranging from 1% to 1.5% may apply, but total fees will not exceed 3% of your portfolio's value.
Fee Estimator
Location
Corona, 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 →Other Business ActivitiesSells Insurance
Larry is a life insurance agent selling life insurance, long-term care, and fixed annuities, dedicating a few hours per week to this activity. He also provides pool cleaning services through Short Arms Enterprise, LLC, spending about 10-20% of his time on this. Finally, Larry is a preacher for Surrendered Church, spending about 10-20% of his time delivering weekly sermons.
Employment History
Current Registrations
Palo Seco Wealth Management
Previous Registrations
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
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.