Andrew Michael Karr

19 Years of Experience

Broker

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingHigh Net Worth

Rockefeller Capital Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

336 advisors

Number of Clients

5,636 clients

Average Client Portfolio

$5.8M average

Assets Under Management

$32.6B

Fee Structure

Location

3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305

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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.

Other Business Activities

Andrew is an investment committee member for the United Jewish Endowment Fund and a member of the Jewish Federation of Greater Washington's finance committee. He is also a board member and investment committee chair for Woodmont Country Club, and a partner in Delta Investment Partners LP, a residential real estate investment and rental company, dedicating a few hours per week to this.