Aaron Larson
Aaron Larson is a registered investment advisor at Portside Wealth Group, LLC, based in Santaquin, UT, with 3 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,475 clients with $1.4B 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 | 2.00% |
Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
Santaquin, UT
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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 ActivitiesSells Insurance
Aaron refers fixed life and fixed annuities, earning 5% of his income from this activity. He also owns and manages Elevate & Exit, working with business owners to value their businesses before sale, earning 95% of his income from this activity.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Olympus Peaks Financial, LLC
Edward Jones
Edward JonesBroker
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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