Jerry Karstetter
Jerry Karstetter is a registered investment advisor at RBC Capital Markets, LLC, based in Spokane, WA, with 42 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
601 West Main Avenue, Suite 1215, Spokane, WA, 99201-0615
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2008Customer Dispute
July 2002Other Business Activities
Jerry is involved in numerous family-owned orchards, farms, and real estate ventures, primarily in Washington state. He dedicates minimal time to these activities, mainly involving business decisions and property management.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
Dain Rauscher IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.