Joel Karpinski
Joel Karpinski is a registered investment advisor at Karpinski Financial, LLC, based in Scottsdale, AZ, with 24 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 113 clients with $71M 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 $50K | 1.25% |
| $50K - $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
This fee schedule is for the Strategic Asset Management (SAM) program. The Active Management Program (AMP) charges a flat 2.00% annually. Fees are negotiable and subject to individual determination.
Fee Estimator
Location
8020 East Gelding Drive, Suite 106, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Joel is the manager of Karpinski Financial, LLC, a registered investment advisor (RIA), dedicating all of his time to investments, financial planning, and insurance sales. He also owns Karpinski Properties, LLC, which owns commercial real estate properties generating rental income.
Employment History
Current Registrations
Karpinski Financial, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Securities Service Network, INC.Broker
Edward JonesBroker
State Registrations3 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.