Karen Goodfriend is a CFP, PFS-designated registered investment advisor at Wealthvalues, LLC, based in Redwood City, CA, with 26 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 25 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset-based fees range from 0.25% to 1.00% depending on the size of the portfolio. WealthValues also offers annual fixed fee options or a combination of fixed fees and asset-based percentages. Fees are generally negotiable.
Fee Estimator
Location
303 Twin Dolphin Dr., Suite 600, Redwood City, CA, 94065
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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
Wealthvalues, LLC
Previous Registrations
Allied Consulting Group
Goldsteinenright Financial Advisers INC
State Registrations2 states
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
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