Advisor at Larimer Capital Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Larimer Capital Corporation
Location
Denver, CO 80222
Credentials
CFP®, Series 63
Industry experience
43 years
Adam Carmel is a CFP® with 43 years of experience in the financial services industry. He has been with Larimer Capital Corporation since 1986, following a brief period at Avior Wealth Management, LLC. Based in Denver, CO, he holds a Series 63 license. Larimer Capital Corporation provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, business entities, and plan participants, with a focus on clients controlling privately held businesses. The firm uses a combination of fundamental and quantitative analysis to develop and implement individualized investment policies and offers both discretionary and non-discretionary portfolio management.
Based on Larimer Capital Corporation
Based on Larimer Capital Corporation
Financial planning fees typically range from $1,000 to $25,000 on a fixed fee basis.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Hourly fees available upon request for financial planning services; specific hourly rates not stated.
1720 South Bellaire Street, Suite 1110
Denver, CO 80222
Colorado · Connecticut · District of Columbia · Pennsylvania
Avior Wealth Management, LLC
2024 - 2024 (1 year)
Larimer Capital Corporation
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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