Larry Jones is a registered investment advisor at Oneascent Family Offices, based in Golden, CO, with 1 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 78 clients with $540M 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% |
Fees generally vary from 0.50% to 2.00% per annum of the market value of assets. Fees are negotiable based on account size and complexity.
Fee Estimator
Location
Golden, CO
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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.
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Larry is a consultant for Pushplay Holdings, Limited, a donation and live streaming software company, since 2010. He spends minimal time consulting on legal matters and business strategy.
Employment History
Current Registrations
Oneascent Family Offices
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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