Karl Korade is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 31 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
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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
Karl is a CPA and CDFA providing accounting, tax services, and income work for small businesses and individuals since 1994. This takes about a quarter of his time.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Arbor Point Advisors
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
Securities Service Network, INC.Broker
Ifg Network Securities, INC.Broker
Comprehensive Financial Services, INC.Broker
State Registrations1 state
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.