Ryan Larsen
Ryan Larsen is a CFP-designated registered investment advisor at Refined Wealth Management, based in Salt Lake City, UT, with 25 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 689 clients with $190M 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 $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Fees may be negotiable based upon certain circumstances. All household accounts under $250,000 will be charged a $35 annual fee to support the costs of the software that provide clients' access to portfolio performance. As of February 1, 2017, all new managed Net Unrealized Appreciation (NUA) accounts will be charged a management fee of .35% for the first $100,000 and .25% for amounts over $100,000. As of August 1, 2019, Donor Advisory Fund (DAF) accounts will be charged a management fee of .50% for the first $100,000 and .25% for amounts over $100,000. All 401(k) accounts will be charged a management fee of 0.50% for the first $10,000,000 and 0.25% for amounts over $10,000,000. All self-directed accounts as well as family and friends have a 0.50% fee.
Fee Estimator
Location
515 South 1000 East, Suite L2, Salt Lake City, UT, 84102
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Ryan owns commercial and single-family real estate, dedicating minimal time to this activity. He also partners with Newport Group to offer 401(k) services, which takes minimal time, and sells accident and health, life, and variable contract insurance, also taking minimal time. Ryan also owns RWI Agency LLC, an insurance agency, and spends minimal time on oversight of the business.
Employment History
Current Registrations
Refined Wealth Management
Previous Registrations
Refined Wealth Management
Ameriprise Financial Services, INC.
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.