Larry Crosthwaite
Larry Crosthwaite is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Lexington, KY, with 27 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.
Location
771 Corporate Drive, Suite 605, Lexington, KY, 40503
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Regulatory History (1)
Customer Dispute
May 2000Other Business Activities
Larry is an 80% owner of Elkhorn Private Wealth, LLC, where he advises clients on investment direction and implementation. This activity takes nearly full-time hours during trading hours.
Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
Benjamin F. Edwards Wealth Management, LLC
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations19 states
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.