Levi Larson
Levi Larson is a registered investment advisor at Larson Williams Wealth Advisors, LLC, based in Cedar City, UT, with 17 years of industry experience. Levi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 537 clients with $140M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Advisory fee is negotiable. Assets managed by Third Party Money Managers will be included in calculating the advisory fee.
Fee Estimator
Location
415 N Main Street, Suite 104, Cedar City, UT, 84721
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2016Other Business ActivitiesSells Insurance
Levi is an insurance agent at Larson Insurance and Financial Services, dedicating about 10-20% of his time to insurance sales and service. He is also a part owner in Larson CPA & Advisors, LLC, and maintains a rental property, Larson & Larson LLC, spending minimal time on each. Levi is also a trustee for Cedar City Hospital Foundation.
Employment History
Current Registrations
Larson Williams Wealth Advisors, LLC
Previous Registrations
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
MML Investors Services, LLCBroker
Beneficial Investment Services, INC.Broker
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.