Edward Karppi is a CFA-designated registered investment advisor at Verdence Capital Advisors, LLC, based in Alexandria, VA, with 12 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 1,876 clients with $4.6B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees are negotiable. Legacy clients and certain family office clients may be subject to different fee schedules.
Fee Estimator
Location
44 Canal Center Plaza, Suite 550, Alexandria, VA, 22314
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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
Edward serves as an unpaid volunteer on the board investment subcommittees of P.E. National Cathedral Foundation and the St Albans School. The committees meet quarterly, requiring minimal time.
Employment History
Current Registrations
Verdence Capital Advisors, LLC
Previous Registrations
Mangham Associates, INC.
Strategent Financial, LLC
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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