Karl Warner
Karl Warner is a CFP-designated registered investment advisor at Flagship Private Wealth, based in Woburn, MA, with 34 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 601 clients with $450M 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 | 1.35% |
Portfolio management fees may vary depending on complexity.
Fee Estimator
Location
400 Trade Center - Suite 4990, Woburn, MA, 01801
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2012Other Business ActivitiesSells Insurance
Karl is involved with Flagship Private Wealth, LLC as a DBA for LPL business since 2014, dedicating a few hours per week. He also engages in non-variable insurance activities through Flagship Private Wealth, LLC, spending minimal time. Furthermore, Karl provides investment advisory services through Flagship Private Wealth, LLC, an independent investment advisor firm, dedicating about half their time.
Employment History
Current Registrations
Flagship Private Wealth
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.