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Karen Pride

Palisade Investments, LLC
26 Years of Experience
Zephyr Cove, NV
1 DisclosureSells Insurance
View SEC Summary
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Karen Pride is a registered investment advisor at Palisade Investments, LLC, based in Zephyr Cove, NV, with 26 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 668 clients with $650M in assets under management.

Palisade Investments, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
668 clients
Average Client Portfolio
$977K average
Assets Under Management
$652.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and typically range from 0.10% to 2.0% per annum based on a percentage of assets, or can be a fixed fee arrangement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

625 Highway 50, Suite 301, Zephyr Cove, NV, 89448-3049

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History

Regulatory History (1)
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Regulatory
February 2010
Final
View Full SEC ReportHow to Read Disclosures
Other 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
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2013 - September 2013 · 4 mos
Integrated Money Management, LLC
May 2013 - December 2016 · 3 yrs 7 mos
Tricor Advisory Services, LLC
July 2011 - May 2013 · 1 yr 10 mos
Tricor Financial, LLCBroker
June 2010 - May 2013 · 2 yrs 11 mos
Berthel, Fisher & Company Financial Services, INC.Broker
January 2010 - February 2010 · 1 mo
Stonehurst Securities, INC.Broker
January 2008 - October 2009 · 1 yr 9 mos
Merrimac Corporate Securities, INC.Broker
November 2006 - December 2007 · 1 yr 1 mo
Investment Management CorporationBroker
November 2003 - November 2003 · 0 mos
Royal Alliance Associates, INC.Broker
December 2002 - November 2006 · 3 yrs 11 mos
Prime Capital Services, INC.Broker
February 2002 - December 2002 · 10 mos
Sunamerica Securities, INC.Broker
January 2000 - February 2002 · 2 yrs 1 mo
State Registrations3 states
CANVTX
Advisor

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
No exam information available for this advisor.
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