Karmi Gutman is a CFP-designated registered investment advisor at Lifestyle Planning, LLC, based in Chandler, AZ, with 6 years of industry experience. Karmi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 54 clients with $37M 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 | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.60% |
Fees are negotiable. Clients may also be enrolled in Altruist One, which provides certain benefits in exchange for a monthly 0.01% asset-based fee.
Fee Estimator
Location
2701 W. Queen Creek Rd., #3, Chandler, AZ, 85248
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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
The provided text describes Karmi's employment with The Vanguard Group, Inc. Further details about outside business activities are missing.
Employment History
Current Registrations
Lifestyle Planning, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Vanguard Marketing CorporationBroker
State Registrations3 states
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