Ian Yarberry is a registered investment advisor at Lexaurum Advisors, based in Littleton, CO, with 13 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,230 clients with $1.3B 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable on a case-by-case basis. For accounts managed using Pontera, fees will not be below 0.25%.
Fee Estimator
Location
2650 W. Belleview Ave., Suite D-100, Littleton, CO, 80123
Get directionsHistory
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 ActivitiesSells Insurance
Ian is an agent/owner at IRY Associates LLC, selling life, disability, and long-term care insurance since 2020. This takes about 10-20% of Ian's time and is investment-related.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations2 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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