Edward Karan is a CFP-designated registered investment advisor at Aspire Wealth Advisory Group, LLC, based in New York, NY, with 24 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Aspire Wealth Advisory Group charges a percentage of your portfolio's value to manage your investments. This fee typically ranges from 0.50% to 1.50% per year. The exact fee is negotiable and depends on factors like the amount you invest and the complexity of your situation. If you also use Aspire for financial planning, your investment management fee may be reduced.
Location
1 Rockefeller Plaza, Floor 23, New York, NY, 10020
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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 →Employment History
Current Registrations
Aspire Wealth Advisory Group, LLC
Previous Registrations
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Gerard Klauer Mattison & CO., INC.Broker
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.