Karen Principe
Karen Principe is a registered investment advisor at Megaannum Capital, LLC, based in Downingtown, PA, with 2 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 28 clients with $4.8M 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 | 2.00% |
Fees may be negotiable based on client net worth, diversification of investments, investment experience, and objectives.
Fee Estimator
Location
341 E. Lancaster Ave, Downingtown, PA, 19335
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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 ActivitiesSells Insurance
Karen provides insurance services through Mascherino Financial Group LLC and works remotely. She dedicates a few hours per week to this activity, receiving commission-based compensation.
Employment History
Current Registrations
Megaannum Capital, LLC
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.