Advisor at Retirement Capital Management, LLC
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
Retirement Capital Management, LLC
Location
Murfreesboro, TN 37129
Credentials
Series 63
Industry experience
21 years
Larry Crocker is a financial advisor at Retirement Capital Management, LLC with 21 years of industry experience. He holds a Series 63 designation and has been involved with several firms, including Fiduciary Compliance Corporation and Fiduciary Consulting Group, Inc., where he has ownership roles. He is also president of Harvest Capital Management Company, a management consulting business currently inactive. Retirement Capital Management provides investment management, wealth advisory, and consulting services primarily focused on retirement planning, risk management, and portfolio supervision for individuals, families, and institutional clients. The firm employs a diversified, long-term investment approach using strategies such as Modern Portfolio Theory and combines active and passive management across various asset types.
Based on Retirement Capital Management, LLC
Based on Retirement Capital Management, LLC
Fixed fees based on complexity and estimated hours for consulting services; specific amounts not stated
0.50% to 1.50% annually
$150 to $350 per hour, billed in fifteen-minute increments
Retainer fees billed quarterly in advance; amount based on complexity and estimated hours; typically for high net worth or institutional clients
Fee-only: Investment advisory fees separate from brokerage commissions; no commissions received by firm.
1832 Ward Drive, Suite 101
Murfreesboro, TN 37129
Tennessee
Retirement Capital Management, LLC
2012 - Present (14 years)
Fiduciary Compliance Corporation
2007 - Present (19 years)
Fiduciary Consulting Group, Inc.
2004 - Present (22 years)
Crocker Enterprises, LLC
2001 - Present (25 years)
Harvest Capital Management Corporation
1994 - Present (32 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:
Other specialized services
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
ChFC®, Series 63
Murfreesboro, TN
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