Larry Daigneau is a registered investment advisor at Capital Analysts, based in Syracuse, NY, with 24 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
General Exchange Building, 3532 James Street Ste. 108, Syracuse, NY, 13206
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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.