EK
CFA
EK
CFA

Edward Waring Karppi

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
1,751 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$3.9B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.65%
$25.0M - $50.0M0.55%
$50.0M - $100.0M0.45%
$100M+0.30%

Fees for existing clients and family office clients may vary. Fees may be negotiable for new advisors joining the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
Loading...

Location

44 Canal Center Plaza, Suite 550, Alexandria, VA, 22314

Get directions

History

Regulatory History
Clean regulatory record

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
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Mangham Associates, INC.
January 2016 - October 2021 · 5 yrs 9 mos
Strategent Financial, LLC
March 2014 - December 2015 · 1 yr 9 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.