Larry Brunette is a registered investment advisor at Lnb Financial LLC, based in Casco, WI, with 12 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 132 clients with $37M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees over $5,000,000 are negotiable.
Fee Estimator
Location
Casco, WI
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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 is an adjunct professor at Lakeland University, teaching a graduate course in capital budgeting and risk analysis. He dedicated minimal time to this activity and received a small percentage of his compensation from it.
Employment History
Current Registrations
Lnb Financial LLC
Previous Registrations
Guardian Financial
Cedar Hill Associates, LLC
Cambium Asset Management LLC
LPL Financial LLC
Uvest Financial Services Group, INC.
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.