TrueAdvisor
TrueAdvisor
TL
TL

Troy Steven Larson

Clearpath Capital Partners LLC
15 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Clearpath Capital Partners LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
62 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$158.7M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $20.0M0.50%
$20.0M - $30.0M0.30%
$30M+0.25%

Fees are negotiated depending on a client’s assets and needs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Keller, TX

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
June 1986
Final Disposition
Criminal
August 1982
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
October 2012 - Present · 13 yrs 4 mos
Previous Registrations
Hotovec Pomeranz & CO., INC.Broker
January 1998 - October 2000 · 2 yrs 9 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.