Tracie Karr
Tracie Karr is a registered investment advisor at St. Bernard Financial Services, INC., based in Fayetteville, AR, with 23 years of industry experience. Tracie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M 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 | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
1204 East Joyce Boulevard, Suite 102, Fayetteville, AR, 72703
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Tracie is involved in several outside business activities. She spends a few hours per week helping clients with insurance products and minimal time on rental property and a horse farm. Tracie also spends nearly full-time selling securities through St. Bernard Financial Services, Inc.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Capfinancial Securities, LLC.Broker
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial Corporation
LPL Financial CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 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.