Karen Franco is a registered investment advisor at Navigation Group LLC, based in Redwood Shores, CA, with 34 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 430 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and range from 0.40% to 1.90% annually based on the amount of assets under management and range and complexity of the services provided.
Fee Estimator
Location
Three Lagoon Drive, Suite 110, Redwood Shores, CA, 94065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Karen operates Navigation Group, Inc. as a DBA for her LPL business, spending minimal time on it. She also owns Whispering Hills Horse Ranch, dedicating about two-thirds of her time to it, and provides administrative services through Navigation Group as an independent investment advisor firm, spending nearly full-time hours on this.
Employment History
Current Registrations
Navigation Group LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
American Express Financial Advisors INC.Broker
State Registrations1 state
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