Karen Miller is a CFP-designated registered investment advisor at Gasber Financial Advisors, INC, based in Folsom, CA, with 13 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 183 clients with $180M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Qualified retirement plans have a separate fee schedule ranging from 0.90% to 0.30% with a $5,000 annual minimum fee. Certain clients may pay different fees under legacy schedules.
Fee Estimator
Location
81 Blue Ravine Road, Suite 250, Folsom, CA, 95630-4157
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 →Employment History
Current Registrations
Gasber Financial Advisors, INC
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.
Exams
More Advisors
- Gerald Gasber, CFPGasber Financial Advisors, INC
- Jacob Florence, CFPLane Florence, LLC
- Ricardo Aguilera, ChFCEdward Jones
- Charles Ho, CFPLegacy Builders Financial, LLC
- Daniel Normoyle, ChFCState Farm Investment Management CORP.
- William Corley, CFPCorley Investment Management