Karen Watson is a registered investment advisor at Wesbanco Securities, INC., based in Louisville, KY, with 16 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 842 clients with $170M 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 | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
4510 Shelbyville Road, Louisville, KY, 40207
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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 →Employment History
Current Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Wesbanco Securities, INC.
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Morgan Stanley
Morgan StanleyBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Putnam Mutual Funds CORP.Broker
State Registrations2 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.