Karen Ehmke is a PFS-designated registered investment advisor at Springwood Financial Advisors, based in Dallas, TX, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6 clients with $22M 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 | 1.15% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees, account minimums and their applications to family circumstances may be negotiable.
Fee Estimator
Location
4100 Spring Valley, Suite 657, Dallas, TX, 75244
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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
Springwood Financial Advisors
Previous Registrations
Ernst & Young Investment Advisers LLP
State Registrations1 state
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