Karen Sciarra is a registered investment advisor at Global Retirement Partners LLC, based in Blue Bell, PA, with 29 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
980 Jolly Road, Suite 100, Blue Bell, PA, 19422
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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 →Other Business Activities
Karen is a registered investment advisor representative under Independent Financial Partners RIA since 2011, engaging in financial planning and investment advice. She also operates under several DBAs, including Wharton Hill Advisors and Northstar Retirement Advisors, dedicating about half of her time to these activities.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
Independent Financial Partners
LPL Financial LLCBroker
Nrp Advisors, INC.
Nrp Financial, INC.Broker
NFP Securities, INC.Broker
Delaware Distributors, L.P.Broker
Federated Securities CORP.Broker
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.