Carl Large
Carl Large is a registered investment advisor at Carl W. Large, an Accountancy Corporation, based in North Hollywood, CA, with 4 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Carl W. Large, An Accountancy Corporation may manage your investments as part of an advisory service agreement. The annual fee is based on a percentage of your investable assets, and the custodian compensates Carl W. Large from the fees charged to you. Investment management may also be offered separately, with an annual fee of $1,000, which is negotiable.
Location
North Hollywood, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Carl W. Large, an Accountancy Corporation
State Registrations1 state
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