Larry Crocker
Larry Crocker is a registered investment advisor at Retirement Capital Management, LLC, based in Murfreesboro, TN, with 21 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 38 clients with $7.1M 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% |
Annual asset-based fees generally range from 0.50% to 1.50% depending on the investment strategy selected. Fees may be discounted for passive or simplified accounts.
Fee Estimator
Location
1832 Ward Drive, Suite 101, Murfreesboro, TN, 37129
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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 Activities
Larry owns 10% of Fiduciary Compliance Corporation and 90% of Fiduciary Consulting Group, Inc., dedicating about 10-20% of his time and about half his time respectively. He also owns 20% of Crocker Enterprises, LLC (real estate) and is the president of Harvest Capital Management Company, spending minimal time and a few hours per week on these ventures, respectively.
Employment History
Current Registrations
Retirement Capital Management, LLC
Previous Registrations
Retirement Capital Management, LLC
Retirement Capital Management, LLC
NFP Securities, INC.
Independent Advisers Group CORP
Jefferson Pilot Securities CORP
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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