AC
CFP
AC
CFP
Adam Carmel is a CFP-designated registered investment advisor at Larimer Capital Corporation, based in Denver, CO, with 43 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 101 clients with $170M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
101 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$169.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
1380 Seventeenth Street, Denver, CO, 80202
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 1995Final
Criminal
March 1975Final Disposition
Employment History
Current Registrations
Larimer Capital Corporation
January 1999 - Present · 27 yrs 3 mos
Larimer Capital Corporation
January 1987 - Present · 39 yrs 3 mos
Larimer Capital CorporationBroker
January 1987 - Present · 39 yrs 3 mos
Previous Registrations
Avior Wealth Management, LLC
March 2024 - October 2024 · 7 mos
Capital Analysts, IncorporatedBroker
July 1984 - January 1987 · 2 yrs 6 mos
Rosenkrantz, Ehrenkrantz, Lyon & Ross IncorporatedBroker
November 1982 - June 1984 · 1 yr 7 mos
State Registrations12 states
CACOCTDCFLMIMTNMNYPATXVA
AdvisorBrokerBoth
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
No exam information available for this advisor.