Larry Rose is a registered investment advisor at Harbor Wealth Management, LLC, based in Green Bay, WI, with 32 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 370 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
727 Cormier Road, Suite 101, Green Bay, WI, 54303
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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 Activities
Larry is involved in several real estate investment LLCs, dedicating about 10-20% of his time to these ventures. He also serves as a board member for the Sunrise Optimist Club, treasurer for CASA of Brown County, and a member handling recordkeeping for Rose Family Properties, LLC, while maintaining his CPA license.
Employment History
Current Registrations
Harbor Wealth Management, LLC
Previous Registrations
Comprehensive Asset Management and Servicing, INC.Broker
Harbor Wealth Management, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Financial Services of Northeast Wisconsin, INC.
Harbour Investments, INC.Broker
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.