Karen Mcintyre is a CFP-designated registered investment advisor at Wescott Financial Advisory Group LLC, based in Harleysville, PA, with 21 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 777 clients with $3.7B 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Wealth Management Program and MRK Powered by Wescott Wealth Management Program. A minimum of $2,000,000 of assets under management is required for this service, but may be negotiable, subject to a $25,000 minimum fee.
Fee Estimator
Contact
Karen Mcintyre
Location
162 Main St, Harleysville, PA, 19438
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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
Wescott Financial Advisory Group LLC
Previous Registrations
United Capital Financial Advisers
Vantage Point Advisors INC.
State Registrations3 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