Paul Karstetter
Paul Karstetter is a registered investment advisor at S & K Investment Services, LLC, based in Centreville, VA, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
S & K Investment Services does not manage your investments directly. Instead, they refer you to Morgan Stanley Smith Barney (MSSB). MSSB pays S & K a referral fee out of the investment advisory fee you pay to MSSB. This referral fee is typically 0.25% of the total fee MSSB collects from you. You will not pay any extra fee because of this arrangement.
Location
5420 Sequoia Farms Drive, Centreville, VA, 20120
Get directionsHistory
Regulatory History (1)
Criminal
August 1980Other Business Activities
Paul is an employee at Stitely & Karstetter, CPAs, a full-service CPA firm, where he spends nearly full-time. His activities include corporate and personal taxes, accounting, computer consulting, and financial statement preparation.
Employment History
Current Registrations
S & K Investment Services, LLC
Previous Registrations
Legg Mason Wood Walker 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.