Larry Ellis is a CFP-designated registered investment advisor at Values First Advisors, INC., based in Ponte Vedra, FL, with 19 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 967 clients with $220M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Primary schedule represents Schwab custodial accounts. Accounts held at Goldman Sachs Custody Solutions have separate allocation fees ranging from 0.40% to 1.25% plus sub-advisory and custodial fees. A $100 monthly minimum fee applies.
Fee Estimator
Location
203 Fort Wade Road, Suite 105, Ponte Vedra, FL, 32081
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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 →Employment History
Current Registrations
Values First Advisors, INC.
Previous Registrations
American Values Investments, INC.
State Registrations3 states
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
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