Karen Stebbins is a registered investment advisor at Lesko Securities, INC., based in Vestal, NY, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,084 clients with $600M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
400 Plaza Dr, Suite A, Vestal, NY, 13850
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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 →Other Business Activities
Karen is a landlord and acquired properties in 2012. This activity is not investment-related and requires minimal time during trading hours.
Employment History
Current Registrations
Lesko Securities, INC.
Lesko Securities INC.Broker
State Registrations7 states
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