Larry Stiver
Larry Stiver is a registered investment advisor at Riverpath Investments LLC, based in Elk Grove, CA, with 19 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 232 clients with $360M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Elk Grove, CA
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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
Larry owns an insurance agency selling employee benefits (health, dental, vision, etc.) and special risk/life/disability insurance, dedicating over an hour per day to product sales. He also acts as a solicitor for Storehouse Financial LLC and RiverPath Investments LLC, spending about a quarter of his time on each, and is the CFO and owner of VistaCore, spending about 10-20% of his time on its financials and operations.
Employment History
Current Registrations
Riverpath Investments LLC
Previous Registrations
Sterling Retirement Group of Sacramento
Storehouse Financial
MML Investors Services, INC.
State Registrations1 state
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