Bruce Larsen is a registered investment advisor at Savvy, based in Denver, CO, with 27 years of industry experience. Bruce 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 1,207 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savvy Advisors charges a percentage of your managed assets. These fees are negotiable and typically range from 0.3% to 1.9% per year, depending on the size and complexity of your account. Fees are billed either quarterly or monthly, in arrears or in advance. Savvy generally requires a $500,000 minimum account size, but this is negotiable. In some cases, investment management fees will be based on a percentage of the client’s net worth, ranging between 0.1% and 0.4%. Clients may be charged an additional fee for direct indexing and covered calls strategies.
Location
1345 S. Broadway, Denver, CO, 80210
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2020Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Bruce is an insurance agent selling various insurance products since 2016, dedicating a few hours per week. He is also a managing member of First Meeting, LLC, Tax Acuity LLC, Fiduciary Accounting LLC, and BL Roping LLC, and an author, spending time on these activities.
Employment History
Current Registrations
Savvy
Colorado Wealth Group LLC
Previous Registrations
Colorado Wealth Group LLC
Colorado Wealth Group LLC
Forta Financial Group, INC.Broker
Forta Financial Group, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.