Advisor at Magnolia Lane Capital, LLC
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Firm
Magnolia Lane Capital, LLC
Location
Newport News, VA 23606
Credentials
CFP®, Series 66
Industry experience
15 years
Lars Lassen is a CFP® with 15 years of experience and is the sole advisor at Magnolia Lane Capital, LLC, an independent firm he has led since 2015. He serves as a trustee of the Lassen Irrevocable Family Trust and is involved in community activities as a board member of the Hampton Roads Academy Alumni Council and a volunteer mentor with the Oyster Point Rotary Club. Magnolia Lane Capital provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a value-oriented, fundamental stock-picking approach focused on selecting securities trading below intrinsic value, with portfolios tailored to clients’ risk tolerance and income needs.
1.00% annually
Account minimum: $10,000 Fee-only: Fee-only investment advisor; no commissions or other compensation
705 Mobjack Place, Suite D
Newport News, VA 23606
Virginia
Magnolia Lane Capital, LLC
2015 - Present (11 years)
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