Karl Smith is a CFP-designated registered investment advisor at Henssler Financial, based in Kennesaw, GA, with 14 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,746 clients with $3.8B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Rates shown reflect the Traditional Management and Wealth Management programs with individual stocks. Other programs like ETF/Mutual Fund management feature lower rates (starting at 0.75%), and automated management is charged at a flat 0.50%. Fees are negotiable for accounts over $5 million.
Fee Estimator
Location
3735 Cherokee Street, Kennesaw, GA, 30144
Get directionsHistory
Regulatory History (1)
Criminal
November 2001Other Business Activities
Karl is a Managing Associate at Henssler Financial, a wealth management firm, where he manages client relationships, provides investment advice and financial planning, and manages a team of advisors. This activity takes more than full-time hours, including extensive time during trading hours.
Employment History
Current Registrations
Henssler Financial
Previous Registrations
Alps Distributors, INC.Broker
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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