KW
KW
Karen Wendell
25 Years of Experience
Portsmouth, NH
1 Disclosure
Karen Wendell is a registered investment advisor at David Wendell Associates, INC., based in Portsmouth, NH, with 25 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 476 clients with $1.3B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
476 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Fees are negotiable for accounts in excess of $3 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1 New Hampshire Avenue, Suite 300, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (1)
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Regulatory
January 2001Final
Employment History
Current Registrations
David Wendell Associates, INC.
March 2001 - Present · 25 yrs 1 mo
Previous Registrations
Clark Melvin Securities CorporationBroker
June 1994 - December 1994 · 6 mos
State Registrations2 states
NHTX
Advisor
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
No exam information available for this advisor.