Karen Ogden is a CFP-designated registered investment advisor at Envest Asset Management, LLC, based in Dorset, VT, with 19 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 4 more. Their firm serves 67 clients with $46M 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 $1.0M | 1.15% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable for accounts over $5,000,000. For accounts less than $250,000, EAM may charge a combination of fixed fee and asset-based fee, typically ranging from $500 to $2,500, unless waived.
Fee Estimator
Contact
Karen Ogden
Location
Dorset, VT
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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
Envest Asset Management, LLC
Previous Registrations
Purkiss Capital Advisors, LLC
Guggenheim Securities, LLCBroker
Cortview Capital Securities LLCBroker
Amherst PierpontBroker
Banc of America Securities LLCBroker
State Registrations2 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.
Exams
Additional Information
Envest Asset Management is a fee-only, financial planning and conscious investing investment advisor. My partner James Osborn and I are happy to be able to combine our passion and expertise in sustainability and financial markets while working closely with individual clients. I am a graduate of Boston College with a B.S. in Finance and the University of Chicago Booth School of Business where I earned an MBA. I also completed a 5-course graduate certificate in Sustainability through Harvard University’s Extension School.