Lee Larson is a registered investment advisor at Everstar Asset Management, LLC, based in Mooresville, NC, with 17 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,091 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
Fees are negotiable. Lower fees for comparable services may be available from other sources.
Fee Estimator
Location
108 Gateway Blvd., Suite 103, Mooresville, NC, 28117
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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
Lee is a board member of 27 Software U.S. Inc. and True Health Solutions Inc., and chairman of Beacon Health Benefits Inc. Lee also owns 90.02% of Everstar Asset Management, LLC through Larson Advisory Services LLC, where he is a member and sole owner.
Employment History
Current Registrations
Everstar Asset Management, LLC
Previous Registrations
Cwa Asset Management Group
Hayden Harper Advisory, LLC
Regis Asset Management LLC
Warner Group, INC.
State Registrations3 states
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