Karin Le
Karin Le is a CFP-designated registered investment advisor at Bedell Frazier Investment Counselling, LLC., based in Walnut Creek, 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 Investment Management, Retirement Planning. Their firm serves 554 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum annual fee charged for Comprehensive Portfolio Management services will not exceed 1.25%. Fees are negotiable.
Fee Estimator
Location
200 Pringle Avenue, Suite 555, Walnut Creek, CA, 94596
Get directionsHistory
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 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
Bedell Frazier Investment Counselling, LLC.
Capital Planning Advisors LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, 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.