Bruce Larsen is a registered investment advisor at Savvy, based in Peyton, CO, with 27 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
Peyton, CO
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2020Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Bruce is an insurance agent selling various insurance products since 2016, dedicating a few hours per week. He is also a managing member of First Meeting, LLC, Tax Acuity LLC, Fiduciary Accounting LLC, and BL Roping LLC, and an author, spending time on these activities.
Employment History
Current Registrations
Savvy
Previous Registrations
Colorado Wealth Group LLC
Colorado Wealth Group LLC
Colorado Wealth Group LLC
Forta Financial Group, INC.
Forta Financial Group, INC.Broker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.
Exams
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- Brian Kinney, CFPFinancial Life Journeys