Karr Mccurdy is a registered investment advisor at Rock Elm Capital Management LLC, based in Darien, CT, with 8 years of industry experience. Karr operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 2.00% |
| $50.0M - $100.0M | 1.75% |
| $100M+ | 1.75% |
Fees negotiable for accounts over $100,000,000.
Fee Estimator
Location
30 Old Kings Highway South, Darien, CT, 06820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Karr is a principal and 14% owner of Behre Dolbear Group Inc., offering technical advisory services to the mining industry, but currently has no duties there. Karr also serves on the advisory boards of Bacchus Capital Advisors Ltd and Pivot Industries Ltd, dedicating a few hours per week to each.
Employment History
Current Registrations
Rock Elm Capital Management LLC
State Registrations1 state
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