Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees may be negotiable in certain situations.
Fee Estimator
Wealth Navigation charges an annual advisory fee based on a percentage of assets under management, billed quarterly. Fees may be negotiable. Clients also pay brokerage commissions, transaction fees, custodial fees, and other third-party charges. Financial planning fees are fixed and depend on the scope and complexity of the plan, with an approximate hourly rate of $250-$300. A down payment of up to 100% may be required.
Areas of Practice
Advisor Information
Office location
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT, 84014
Get directionsRegulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Larry is involved in several business ventures, including BMT Investments LLC, Stealth Investments LLC, Advanced Profit Analysis, Hopeful Hauling, Edge Financial Advisors LLC, Ruffriders LLC, C Crew LLC, Edge Holdings, Cannon Genetics, and Edge Financial Group LLC. Larry also works as an insurance agent for various insurance carriers, though the time commitment for most of these activities is minimal, except for Advanced Profit Analysis, which takes about half of his time.