Karin Wise is a registered investment advisor at Wise Asset Management L.L.C., based in Los Angeles, CA, with 10 years of industry experience. Karin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Los Angeles, CA
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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.
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Karin is the sole proprietor of Wise Management & Financial Services, providing administrative and consulting services since 2008. This takes about a quarter of Karin's time, and the firm does not provide investment-related services.
Employment History
Current Registrations
Wise Asset Management L.L.C.
Previous Registrations
Lifepro Asset Management
"tate Asset Management" and "dco Wealth Management"
State Registrations1 state
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.