Larry Peery is a registered investment advisor at Magnolia Private Wealth, LLC, based in Philadelphia, PA, with 8 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 159 clients with $230M 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% |
The fee charged is negotiable and is set forth in the portfolio management services agreement.
Fee Estimator
Location
1845 Walnut Street, Suite 1601, Philadelphia, PA, 19103
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 Activities
Larry is a partner at FA Digital, LLC since 2020. This activity is not investment-related and takes about half of his time.
Employment History
Current Registrations
Magnolia Private Wealth, LLC
Previous Registrations
Cavria Advisors
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.