Karena Schwenk is a registered investment advisor at Capital Analysts, based in Oakland, CA, with 26 years of industry experience. Karena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
4442 Piedmont Avenue, Suite F, Oakland, CA, 94611
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Regulatory History (1)
Customer Dispute
May 2004Employment History
Current Registrations
Capital Analysts
Lincoln Investment
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Previous Registrations
Great American Advisors, INC.Broker
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Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations8 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.