TrueAdvisor
TrueAdvisor
AK
AK

Amy Karsko

Navy Federal Investment Services, LLC
5 Years of Experience
Ashburn, VA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Amy Karsko is a registered investment advisor at Navy Federal Investment Services, LLC, based in Ashburn, VA, with 5 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,424 clients with $2.1B in assets under management.

Navy Federal Investment Services, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
159 advisors
Number of Clients
7,424 clients
Average Client Portfolio
$283K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.35%
$250K - $500K1.15%
$500K - $1.0M1.05%
$1.0M - $2.0M0.95%
$2M+0.85%

Total fees vary depending on the specific third-party manager and program selected. Fees range across programs from roughly 1.07% to 1.34% for the first tier, decreasing for larger balances.

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

Location

Ashburn, VA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2016
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Navy Federal Investment Services, LLC
February 2023 - Present · 3 yrs 8 mos
Navy Federal Investment Services, LLCBroker
February 2023 - Present · 3 yrs 8 mos
Navy Federal Investment Services, LLC
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Navy Federal Investment Services, LLC
December 2020 - July 2022 · 1 yr 7 mos
Navy Federal Investment Services, LLCBroker
August 2020 - July 2022 · 1 yr 11 mos
State Registrations1 state
VA
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.
More Advisors
More financial advisors in Ashburn, VA →All financial advisors in Virginia →