Larry Behage is a CFP-designated registered investment advisor at Behage Financial, based in Campbell, CA, with 8 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, Tax Planning. Their firm serves 14 clients with $14M 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 $200K | 1.00% |
| $200K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees and account minimums may be negotiable in certain circumstances. Clients with pre-existing relationships with Behage Financial may not be subject to the minimum account size.
Fee Estimator
Location
1500 E. Hamilton Avenue, Suite 212, Campbell, CA, 95008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Larry dedicates a significant amount of time during regular trading hours to Behage Tax Services for tax preparation from January through April 15th each year. After April 15th, this outside business activity ceases for the remainder of the year.
Employment History
Current Registrations
Behage Financial
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Advisor 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.