Karen Ricketts is a registered investment advisor at Your Ia, LLC, based in St. George, UT, with 14 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.80% |
Your IA reserves the right to amend the total advisory fee charged on a case-by-case basis. The IAR may choose not to assess an advisory fee upon our discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
616 South 300 East, St. George, UT, 84770
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2020Final
Customer Dispute
August 2017Denied
Customer Dispute
January 2017Denied
Employment History
Current Registrations
Your Ia, LLC
February 2026 - Present · 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
September 2023 - January 2026 · 2 yrs 4 mos
Northwestern Mutual Investment Services,llc
September 2023 - January 2026 · 2 yrs 4 mos
Cambridge Investment Research Advisors, INC.
June 2023 - July 2023 · 1 mo
Cambridge Investment Research, INC.Broker
June 2023 - July 2023 · 1 mo
Madison Avenue Securities, LLC
May 2020 - November 2022 · 2 yrs 6 mos
Madison Avenue Securities, LLCBroker
February 2020 - November 2022 · 2 yrs 9 mos
Edward Jones
June 2007 - August 2016 · 9 yrs 2 mos
Edward JonesBroker
April 2007 - August 2016 · 9 yrs 4 mos
State Registrations2 states
INTX
Advisor
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
No exam information available for this advisor.