Dennis Karjala
Dennis Karjala is a registered investment advisor at Tkg Financial LLC, based in Tampa, FL, with 14 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 27 clients with $16M 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 $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Tampa, FL
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Regulatory History (2)
Regulatory
October 2022Employment Separation After Allegations
October 2021Other Business ActivitiesSells Insurance
Dennis has been an insurance agent since 2011, but he is not actively selling insurance and devotes no time to this activity.
Employment History
Current Registrations
Tkg Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations3 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.