Karen Stevison is a registered investment advisor at Charles Schwab & CO., INC., based in Phoenix, AZ, with 36 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
2423 E Lincoln Dr, Phoenix, AZ, 85016-1215
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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 →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
Faf Advisors, INC.
Quasar Distributors, LLCBroker
Fred Alger Management, INC
Fred Alger & Company, IncorporatedBroker
Blackrock Investments, INC.Broker
Goldman, Sachs & CO.
Goldman, Sachs & CO.Broker
ICMA - Rc Services, INC.Broker
Nylife Securities INC.Broker
Sun Investment Services CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Transamerica Financial Resources, INC.Broker
State Registrations17 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.