Larry Daigneau is a registered investment advisor at Capital Analysts, based in Syracuse, NY, with 24 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B 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 |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
General Exchange Building, 3532 James Street Ste. 108, Syracuse, NY, 13206
Get directionsHistory
Regulatory History (1)
Criminal
May 1987Other Business Activities
Larry is the owner of Money Map Mentors, an S-Corporation created for tax and accounting purposes to manage his salary. He spends about 10-20% of his time overseeing payroll.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Equities CorporationBroker
Legend Equities CorporationBroker
State Registrations9 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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