Kary Bartmasser
Kary Bartmasser is a registered investment advisor at Kb Private Wealth Management Group, based in Sherman Oaks, CA, with 20 years of industry experience. Kary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 14 clients with $6.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KB Private Wealth Management Group offers two investment management services:
- Asset Management: The annual fee will not exceed 1.00% of the value of your account, billed quarterly.
- Comprehensive Portfolio Management: The annual fee will not exceed 1.25% of the value of your account, billed quarterly.
Fees are negotiable and deducted from client accounts.
Location
14945 Ventura Blvd., Suite 224, Sherman Oaks, CA, 91403
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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
Kary is the owner and a certified public accountant at Bartmasser & Co, CPAs, providing income tax preparation and accounting services, which takes nearly full-time. Kary is also a real estate agent/broker in California since 1984.
Employment History
Current Registrations
Kb Private Wealth Management Group
Previous Registrations
Wealth Resources Group
Fb Financial LLC
State Registrations1 state
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