Karl Khuns
Karl Khuns is a registered investment advisor at Engleson & Associates, based in Rochester, NY, with 18 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 365 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Engleson & Associates' annual fees for investment management are based on a percentage of the value of your portfolio and generally range from 0.75% to 3%. The specific fee schedule is identified in the contract between Engleson & Associates and each client. Discounts may be offered to family members and friends of associated persons of Engleson & Associates.
Location
930 East Avenue, Suite 300, Rochester, NY, 14607
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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 →Other Business Activities
Karl is the owner of Bogus Point, LLC, a real estate rental property rented on AirB&B, since 2021. He spends minimal time on this activity.
Employment History
Current Registrations
Engleson & Associates
Previous Registrations
Boyd Capital
Esl Investment Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
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.