Steven Larsen is a registered investment advisor at Columbia Advisory Partners, LLC, based in Spokane, WA, with 21 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 631 clients with $310M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable. Clients may also choose to enroll in the Manager Marketplace service, which provides access to actively managed investment strategies for an additional annual fee of up to 0.50% of the assets invested in any given model.
Fee Estimator
Location
6501 N Cedar Road, Building 4, Suite C, Spokane, WA, 99208
Get directionsHistory
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
Steven is the CEO of AET Investment Services, LLC, a broker/dealer, and a Partner/Manager at Steward Alts, LLC, managing real estate and private credit deals. He is also President and an Investment Adviser Representative at Columbia Advisory Partners, LLC; these activities take up about half of Steven's time for AET Investment Services, LLC and Columbia Advisory Partners, LLC, and a few hours per week for Steward Alts, LLC.
Employment History
Current Registrations
Columbia Advisory Partners, LLC
Previous Registrations
Columbia Private MarketsBroker
Aet Investment Services, LLCBroker
Columbia Advisory Partners, LLC
Cjb Financial Group LLC
Ten Capital Investment Advisors, LLC
Core Investment Strategies, LLC
Fsic
FsicBroker
Larsen Financial CORP
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
Edward JonesBroker
Edward JonesBroker
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.
Exams
More Advisors
- Soracha HaleyColumbia Advisory Partners, LLC
- Susan Marshall, PFSColumbia Advisory Partners, LLC
- Kyle Knigge, CFAColumbia Advisory Partners, LLC
- Timothy Massie, CFPTimepiece Financial Planning, INC.
- John Beasley, ChFCState Farm Investment Management CORP.
- Cody Huckins, ChFCWells Fargo Advisors