Larry Knudsen
Advisor at Hohimer Wealth 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.
Advisor at Hohimer Wealth 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
Hohimer Wealth Management, LLC
Location
Seattle, WA 98101
Credentials
Series 63, Series 65
Industry experience
32 years
Larry Knudsen is a financial advisor at Hohimer Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hightower Advisors, LLC for 10 years. Outside of advisory roles, he is involved as a managing member in several LLCs owning commercial properties and is a 50% owner of Red Fern Properties, LLC and Red Fern Stables, LLC. Hohimer Wealth Management, LLC serves a diverse client base including individuals, trusts, foundations, and business entities. The firm employs a team-based approach utilizing active and passive investments across multiple asset classes, integrating alternative and pooled investments, and providing discretionary portfolio management and financial planning services.
Based on Hohimer Wealth Management, LLC
Based on Hohimer Wealth Management, LLC
Flat/project fees for financial planning and consulting, maximum fee up to $50,000
$0 - $2,000,000: 1.50% $2,000,000.01 - $5,000,000: 1.00% $5,000,000.01 - $10,000,000: 0.75% $10,000,000.01 - $25,000,000: 0.60% $25,000,000.01 - $50,000,000: 0.50% $50,000,000.01 - $100,000,000: 0.40% $100,000,000.01+: 0.35%
Hourly financial planning and consulting fees range between $150 and $500 per hour
Performance-based fees charged by private funds managed by HWM based on net profits above a hurdle rate; details provided in private fund offering documents
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $8,000, billed quarterly, per household for investment and wealth management services Fee-only: Financial planning and consulting services offered on flat/project fee or hourly basis; hourly rates range from $150 to $500; maximum flat fee up to $50,000
One Union Square, 600 University Street, Suite 2401
Seattle, WA 98101
Montana · Washington
Hightower Advisors
2014 - 2024 (10 years)
Triad Wealth Stewardship, Llc
2007 - Present (19 years)
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Is not active or affiliated with:
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They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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