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. Their practice areas include Investment Management. Their firm serves 12 clients with $230M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000. When an account falls below $500,000 in value, the minimum annual fee of $7,500 or 1.5% is charged, whichever is lower.
Fee Estimator
Location
135 San Lorenzo Avenue, Suite 600, Coral Gables, FL, 33146
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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 →Employment History
Current Registrations
J W Korth & Company
J.W. Korth & CompanyBroker
Previous Registrations
Mas Advisors LLC
J.W. Korth & CompanyBroker
MD Global Partners, LLCBroker
MD Global Partners, LLCBroker
May Davis Partners, LLCBroker
Knight Capital Markets, LLC.Broker
Knight Equity Markets, L.P.Broker
National Investor Services CORP.Broker
TD Waterhouse Investor Services, INC.Broker
State Registrations2 states
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