AK
AK

Andreas Karelis

24 Years of Experience
Broker

Andreas Karelis is a registered investment advisor at Lord, Abbett & CO. LLC, based in Jersey City, NJ, with 24 years of industry experience. Andreas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,775 clients with $270B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
194 advisors
Number of Clients
25,775 clients
Average Client Portfolio
$10.5M average
Assets Under Management
$270.4B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Lord Abbett's investment advisory fees are typically based on a percentage of the value of the account. Fees are set based on the investment strategy and the type and level of services provided. Fees for institutional client accounts are normally billed and payable in arrears based on month- or quarter-end assets. Fees for Managed Account Programs vary depending on the Sponsor or reasonable client request.

Loading...

Location

30 Hudson Street, Jersey City, NJ, 07302-4804

Get directions

History

Regulatory History
Clean regulatory record

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
Lord, Abbett & CO. LLC
October 2005 - Present · 20 yrs 6 mos
Lord Abbett Distributor LLCBroker
September 2005 - Present · 20 yrs 7 mos
Previous Registrations
Gbs Retirement Services, INC.Broker
February 2004 - July 2005 · 1 yr 5 mos
Signator Investors, INC.Broker
August 2001 - January 2004 · 2 yrs 5 mos
State Registrations9 states
AKHILAMDNJNYRIVAWI
AdvisorBrokerBoth

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.
Andreas Karelis - Financial Advisor | TrueAdvisor