Troy Larson
Troy Larson is a registered investment advisor at Clearpath Capital Partners LLC, based in Keller, TX, with 16 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Corporate Executives, High Net Worth, Investment Management, and 1 more. Their firm serves 61 clients with $160M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.25% |
Fees are negotiable depending on client assets and service needs. Clients with an inception date prior to current schedules may pay different rates.
Fee Estimator
Location
Keller, TX
Get directionsHistory
Regulatory History (2)
Criminal
June 1986Criminal
August 1982Other Business Activities
Troy is a member of ClearPath Opportunities Fund, LLC, an investment-related pooled investment vehicle, since June 2021. Troy spends minimal time in this capacity.
Employment History
Current Registrations
Clearpath Capital Partners LLC
Previous Registrations
Hotovec Pomeranz & CO., INC.Broker
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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