Joseph Karp
Joseph Karp is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 10 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
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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
Joseph is the president of Karp Financial Services, an investment advisory and insurance business, dedicating about 10-20% of his time to it, where he acts as an advisor and sells fixed insurance products. He also spends the majority of his time as a lawyer and president/sole shareholder of Joseph S. Karp, P.A., providing legal advice related to elder law, estate planning, estate administration, and fiduciary services, and minimal time managing real estate properties.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
Previous Registrations
Gaines Financial Group
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.