Larry Fernandez
Larry Fernandez is a registered investment advisor at Victus Capital Wealth, based in Los Angeles, CA, with 26 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, Investment Management, Retirement Planning. Their firm serves 190 clients with $250M 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 $5.0M | 1.25% |
| $5.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
11766 Wilshire Blvd, Suite 1220, Los Angeles, CA, 90025
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
Larry is a licensed insurance agent in California since 2008, dedicating minimal time to this activity. He is also a partner at CFMV Global Wealth Advisors, LLC (DBA Victus Capital Wealth) since 2010, managing client accounts on a fee-only basis, and a general partner at Kupono Capital, LLC, a pooled investment vehicle, dedicating a few hours per week.
Employment History
Current Registrations
Victus Capital Wealth
Previous Registrations
Wbb Securities, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.