Nolan Karras
Nolan Karras is a registered investment advisor at The Karras Company, INC., based in Roy, UT, with 19 years of industry experience. Nolan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 251 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10 Million.
Fee Estimator
Location
4695 S 1900 West, Suite 3, Roy, UT, 84067
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Nolan is involved in numerous outside business activities, all of which are non-investment related. These include serving on boards and in leadership positions for various organizations, including a tech college, utilities, a life insurance company, a real estate company, a health clinic, and a school for autism, and he is the CEO of a family investment company, taking about 10-20% of his time.
Employment History
Current Registrations
The Karras Company, INC.
State Registrations1 state
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.