Larry Steckler
Larry Steckler is a CFP-designated registered investment advisor at Blue Sky Capital Consultants Group, INC., based in Poway, CA, with 30 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 506 clients with $310M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.89% |
| $2.0M - $5.0M | 0.77% |
| $5M+ | 0.64% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
14259 Danielson St., Poway, CA, 92064
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2011Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Larry is a licensed independent insurance agent and managing member of SW Danielson, LLC, which owns and manages a building leased to CFCG. He dedicates minimal time to managing the real estate.
Employment History
Current Registrations
Blue Sky Capital Consultants Group, INC.
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Capital Financial Consultants Group, INC.
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
The Advisors Group, INC.Broker
State Registrations22 states
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.