Karen Voorhis is a CFP-designated registered investment advisor at Ameritas Advisory Services, LLC, based in Natick, MA, with 22 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
Natick, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen is an employee at Daniel J. Galli & Associates, providing financial services, planning, and investment management, dedicating full-time hours. She also works as an educator for PFE Group, providing financial education and counseling to corporate clients, spending a few hours per week.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Previous Registrations
Ameritas Advisory Services
Lion Street Advisors, LLC
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Lexington Wealth Management, INC.
Calibre Advisory Services INC.
Tanager Financial Services INC
State Registrations1 state
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.