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CFA

Karl Gerasimov

J W Korth & Company
14 Years of Experience
Coral Gables, FL
Broker
View SEC Summary
View SEC Summary

Karl Gerasimov is a CFA-designated registered investment advisor at J W Korth & Company, based in Coral Gables, FL, with 14 years of industry experience. Karl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 12 clients with $230M in assets under management.

J W Korth & Company
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
12 clients
Average Client Portfolio
$19.1M average
Assets Under Management
$228.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2M+1.00%

Fees for assets over $2,000,000 are negotiable. The minimum annual fee is $7,500. For accounts falling below $500,000, the fee is $7,500 or 1.50%, whichever is lower.

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

Location

135 San Lorenzo Avenue, Suite 600, Coral Gables, FL, 33146

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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.

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Employment History
Current Registrations
J W Korth & Company
October 2025 - Present · 1 yr
J.W. Korth & CompanyBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Mas Advisors LLC
September 2018 - May 2023 · 4 yrs 8 mos
J.W. Korth & CompanyBroker
July 2017 - November 2018 · 1 yr 4 mos
MD Global Partners, LLCBroker
September 2015 - April 2016 · 7 mos
MD Global Partners, LLCBroker
November 2011 - September 2013 · 1 yr 10 mos
May Davis Partners, LLCBroker
March 2009 - October 2009 · 7 mos
Knight Capital Markets, LLC.Broker
March 2007 - June 2007 · 3 mos
Knight Equity Markets, L.P.Broker
January 2004 - June 2007 · 3 yrs 5 mos
National Investor Services CORP.Broker
November 2003 - January 2004 · 2 mos
TD Waterhouse Investor Services, INC.Broker
February 2003 - November 2003 · 9 mos
State Registrations2 states
FLMI
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.
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