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KL
CFP
KL
CFP

Karin Le

Private Advisor Group, LLC
21 Years of Experience
El Dorado Hills, CA
Sells Insurance
View SEC Summary
View SEC Summary

Karin Le is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in El Dorado Hills, CA, with 21 years of industry experience. Karin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4370 Town Center Blvd, Suite 300-18, El Dorado Hills, CA, 95762

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Karin is a Senior Wealth Advisor at Capital Independent Insurance Services LLC, providing insurance services. She dedicates minimal time to this role, about 1 hour per month, and started in 2018.

Employment History
Current Registrations
Private Advisor Group, LLC
April 2026 - Present · 6 mos
Previous Registrations
Bedell Frazier Investment Counselling, LLC.
March 2026 - April 2026 · 1 mo
Capital Planning Advisors LLC
September 2018 - April 2026 · 7 yrs 7 mos
Wells Fargo Clearing Services, LLC
January 2011 - September 2018 · 7 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - September 2018 · 7 yrs 8 mos
Wells Fargo Investments, LLC
February 2005 - January 2011 · 5 yrs 11 mos
Wells Fargo Investments, LLCBroker
October 2004 - January 2011 · 6 yrs 3 mos
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
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