Richard Karp
Richard Karp is a registered investment advisor at Advisory Services Network, based in Wilton Manors, FL, with 31 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
2606 NE 10th Terrace #3, Wilton Manors, FL, 33334
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Richard is an insurance agent offering indexed annuities, fixed annuities, and traditional life insurance since 2016, dedicating a few hours per week to this activity. He is also the President of Karp Health & Wealth LLC, which is used to manage business expenses, spending minimal time on this.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Moors & Cabot, INC.Broker
Moors & Cabot, INC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Hold Brothers On-Line Investment Services L.L.C.Broker
RBC Professional Trader Group LLCBroker
Janney Montgomery Scott LLCBroker
Andover Brokerage, L.L.C.Broker
Joseph Charles & Assoc., INC.Broker
Raymond James & Associates, INC.Broker
Dean Witter Reynolds INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations2 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.