Larry Elkin
Larry Elkin is a CFP-designated registered investment advisor at Palisades Hudson Asset Management, L.P., based in Fort Lauderdale, FL, with 20 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 154 clients with $1.7B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.35% |
| $20.0M - $35.0M | 0.35% |
| $35.0M - $65.0M | 0.25% |
| $65M+ | 0.25% |
These fees are for Trust Management. Fees are negotiable on portfolios larger than $50 million. Performance Reporting fees range from 0.10% to 0.35%. Active Management fees range from 0.25% to 1.00%.
Fee Estimator
Location
200 SW First Avenue, Suite 800, Fort Lauderdale, FL, 33301
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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.
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Larry is the President and Founder of Palisades Hudson Financial Group LLC, a financial planning firm, since 1992. He manages the financial planning and tax advisory business, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Palisades Hudson Asset Management, L.P.
State Registrations1 state
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