Karen Shea is a registered investment advisor at Vardon Capital, L.L.C., based in Morristown, NJ, with 6 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vardon Capital manages a private investment fund and charges a management fee based on the balance in each investor's capital account. The standard management fee is 2% per year, but is 0.75% per year for Founding Limited Partners. Vardon also receives a performance allocation equal to 20% (10% for Founding Limited Partners) of the amount by which the increase in the value of the investor's interest exceeds a hurdle rate, which is the rolling 12-month average of the Investment Rate as published in the Treasury Auction Results for the 26 Week Treasury Bill, not to exceed 2% per year. Advisory fees are negotiable in certain circumstances.
Location
Morristown, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vardon Capital, L.L.C.
State Registrations1 state
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