Karen Parroco is a PFS-designated registered investment advisor at Canopus Wealth Management, based in Louisville, KY, 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 High Net Worth, Investment Management. Their firm serves 43 clients with $80M 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 | 1.30% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
9900 Corporate Campus Drive, Suite 2100, Louisville, KY, 40223-5010
Get directionsHistory
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 accountant who may offer clients advice or products related to this activity, though clients are not required to use her accounting services. Karen also owns residential rental properties in Kentucky and Florida.
Employment History
Current Registrations
Canopus Wealth Management
Previous Registrations
Sterling Financial Group, LTD.
State Registrations1 state
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