Karyn Smith is a CFP-designated registered investment advisor at Smith CFP, Karyn, based in Normal, IL, with 6 years of industry experience. Karyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2 clients with $600K 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The minimum account size is $100,000, subject to a minimum annual fee of $1,000. In no case would the fee exceed 2% per year. Fees are not negotiable but installment payments may be arranged upon client’s request.
Fee Estimator
Location
1106 Sheridan Road, Normal, IL, 61761
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Karyn is the VP and Treasurer of RK Consulting, an S-Corp offering computer consulting services and tax work since 1998. She also teaches an online class per semester for Olivet College and serves as a Trustee on the Normal Town Council, elected in 2019.
Employment History
Current Registrations
Smith CFP, Karyn
Previous Registrations
Advanced Financial Strategists INC
AXA Advisors, LLC
State Registrations1 state
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