Karl Eggerss is a registered investment advisor at Captrust, based in Boeme, TX, with 23 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
114 E. Highland, Boeme, TX, 78006
Get directionsHistory
Regulatory History (1)
Regulatory
August 2006Other Business Activities
Karl owns rental property through Eggerss Properties LLC since 2013, generating rental income. He dedicates minimal time to property management.
Employment History
Current Registrations
Captrust
Previous Registrations
Covenant
Eggerss Capital Management
Daniel Frishberg Financial Services, INC.
Tri-Star FinancialBroker
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Keogler, Morgan & Company, INC.Broker
Fidelity Brokerage 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.