Larry Gurewitz is a registered investment advisor at The William Allan Corporation, based in Long Beach, CA, with 15 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 239 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment advisory fee is 1.50% annually, billed quarterly in arrears. Subject to a $500 minimum annual fee. Fees may be negotiable under certain limited circumstances.
Fee Estimator
Location
100 Oceangate, Suite 1200, Long Beach, CA, 90802
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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 →Other Business Activities
Larry operates Larry's Financial Services, providing tax preparation and accounting services since 2008. He spends about a quarter of his time on tax preparation and about 10-20% of his time on accounting.
Employment History
Current Registrations
The William Allan Corporation
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations1 state
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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