Karen Curry is a registered investment advisor at Young Richard C & CO LTD, based in Naples, FL, with 17 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 813 clients with $1.8B 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 | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Fees are negotiable on a client-by-client basis. Minimum portfolio size is $500,000, which is also negotiable.
Fee Estimator
Location
500 Fifth Avenue South, Suite 502, Naples, FL, 34102
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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 →Other Business Activities
Karen is an employee and bookkeeper at N-Viro Metal Roof Supply, Inc., a supplier of roofing materials, since 2006. She dedicates minimal time to this role.
Employment History
Current Registrations
Young Richard C & CO LTD
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.
Exams
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