Lars Lassen is a CFP-designated registered investment advisor at Magnolia Lane Capital, LLC, based in Newport News, VA, with 15 years of industry experience. Lars operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
705 Mobjack Place, Suite D, Newport News, VA, 23606
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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
Lars is a trustee for the Lassen Irrevocable Family Trust, dedicating minimal time per month. He also serves on the alumni council board for Hampton Roads Academy and volunteers with the Oyster Point Rotary Club.
Employment History
Current Registrations
Magnolia Lane Capital, LLC
Previous Registrations
Scott & Stringfellow, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
State Registrations1 state
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