Karyn Cravens is a CFP-designated registered investment advisor at Ferguson Shapiro LLC, based in Lakewood Ranch, FL, with 3 years of industry experience. Karyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Estate Planning, and 4 more. Their firm serves 332 clients with $420M 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 | 1.25% |
| $500K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Short-term and legacy asset accounts are charged a flat 0.10% annual fee. Fees are negotiable based on account size and services requested.
Fee Estimator
Location
Lakewood Ranch, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ferguson Shapiro LLC
State Registrations1 state
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Exams
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