Kenneth Karr
Kenneth Karr is a registered investment advisor at Highland Investment Advisors LLC, based in Bellingham, WA, with 25 years of industry experience. Kenneth 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 605 clients with $370M 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 $250K | 1.25% |
| $250K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee is negotiable based upon certain criteria. Charitable/Non-profit Organizations fee is 0.45%.
Fee Estimator
Location
Bellingham, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
Kenneth is a co-owner of Playroom Properties LLC, a short-term property rental business, since February 2024. He spends a few hours per week on design, marketing, development, and management of the rental portfolio.
Employment History
Current Registrations
Highland Investment Advisors LLC
Previous Registrations
Fund Management CORP.
Mcsherryassociates
Strong Capital Management INC
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.