Karen Rossi
Karen Rossi is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 19 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
161 Washington Street, Floor 11, Suite 1111, Conshohocken, PA, 19428
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Regulatory History (1)
Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Karen is a life insurance broker since 2018, dedicating nearly full-time hours to sales and service of brokerage, life, accident, health/DI/LTC, and annuity accounts. She also refers real estate clients for property/casualty insurance needs, works as a substitute board of elections worker, requests quotes for existing customers' property and casualty insurance needs, and is an HOA board member.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations11 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.