Lars Larsen is a registered investment advisor at Magis Private Wealth Management, LLC, based in Pewaukee, WI, with 22 years of industry experience. Lars operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 $1.0M | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees are for equity and balanced accounts. Minimum annual fee of $4,000. For fixed investment accounts: $0 - $1 Million: 0.80%, Next $1 Million: 0.60%, Over $2,000,000: 0.40%. Minimum annual fee of $1,600 for fixed accounts. All fees are negotiable.
Fee Estimator
Location
W273 N1190 Spring Hill Court, Pewaukee, WI, 53072
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Lars is the Vice President - Digital Assets and Chief Technology Officer at Faith Technologies, Inc., leading the data science and analytics team. This is a full-time, non-investment-related role focused on clean energy.
Employment History
Current Registrations
Magis Private Wealth Management, LLC
State Registrations2 states
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