Karen Pride
Karen Pride is a registered investment advisor at Palisade Investments, LLC, based in Zephyr Cove, NV, with 25 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 537 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palisade Investments manages investment accounts for a fee that is negotiable and can range from 0.10% to 2.0% per year. The fee can be based on a percentage of the assets in the account, a fixed fee, or a combination of both. The specific fee arrangement is detailed in a written agreement. Fees are billed quarterly, either in advance or in arrears. Accounts initiated during a quarter will have their fee prorated. The fees do not include brokerage commissions or other transaction costs.
Location
625 Highway 50, Suite 301, Zephyr Cove, NV, 89448-3049
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Regulatory History (1)
Regulatory
February 2010Other Business ActivitiesSells Insurance
Karen is a partner and tax preparer at Financial Tax Team/Pride Tax Consulting, dedicating about 10-20% of her time. She is also an independent insurance agent selling insurance products and services, spending minimal time on this activity.
Employment History
Current Registrations
Palisade Investments, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Integrated Money Management, LLC
Tricor Advisory Services, LLC
Tricor Financial, LLCBroker
Berthel, Fisher & Company Financial Services, INC.Broker
Stonehurst Securities, INC.Broker
Merrimac Corporate Securities, INC.Broker
Investment Management CorporationBroker
Royal Alliance Associates, INC.Broker
Prime Capital Services, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations3 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.