Kayle Larsen
Kayle Larsen is a CFP-designated registered investment advisor at Larsen Wealth Management, based in El Dorado Hills, CA, with 28 years of industry experience. Kayle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 124 clients with $170M 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 $300K | 2.00% |
| $300K - $350K | 1.75% |
| $350K - $400K | 1.50% |
| $400K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.95% |
| $6.0M - $7.0M | 0.90% |
| $7.0M - $8.0M | 0.85% |
| $8.0M - $9.0M | 0.80% |
| $9.0M - $10.0M | 0.75% |
| $10M+ | 0.70% |
Lesser amounts than $250,000 may be considered under certain circumstances and fees to be determined on a case-by-case basis.
Fee Estimator
Location
5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA, 95762
Get directionsHistory
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
Kayle is a consultant for a boat club run by his wife, gaining access to club boats. He is also an independent insurance agent and an advisory representative for CIRA, a registered investment advisor, taking about half of his time. Kayle owns PBK Enterprises, LLC, a real estate venture, dedicating minimal time to it.
Employment History
Current Registrations
Larsen Wealth Management
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
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