Karen Clemens
Karen Clemens is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in West Chester, PA, with 11 years of industry experience. Karen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B 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 | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
West Chester, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Karen is a CPA providing tax services and an insurance agent, dedicating about 10-20% of her time to tax services and minimal time to insurance. She is also an advisory representative of a Registered Investment Advisor (RIA), spending about half her time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
State Registrations10 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.
Exams
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