Aaron Larson is a registered investment advisor at Portside Wealth Group, LLC, based in Provo, UT, with 2 years of industry experience. Aaron 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 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
3507 N University Ave, Suite 150, Provo, UT, 84604
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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
Aaron refers fixed life and fixed annuities, earning 5% of his income from this activity. He also owns and manages Elevate & Exit, working with business owners to value their businesses before sale, earning 95% of his income from this activity.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Olympus Peaks Financial, LLC
Edward Jones
Edward JonesBroker
State Registrations1 state
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