Jacqueline Karnavas
Jacqueline Karnavas is a registered investment advisor at Torrey Capital Investments, based in Cardiff-By-The-Sea, CA, with 26 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 212 clients with $89M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fee Estimator
Location
120 Birmingham Drive, Suite 240D, Cardiff-By-The-Sea, CA, 92007
Get directionsHistory
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 Activities
Jacqueline owns Sea + Wander since 2018, which is not investment related. She dedicates no time to this activity.
Employment History
Current Registrations
Torrey Capital Investments
Previous Registrations
Torrey Capital, LLC
Dunham and Associates Investment Counsel, INC.
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.