Karen Shea is a registered investment advisor at Vardon Capital, L.L.C., based in Morristown, NJ, with 7 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Standard management fee is 2.0% per year, while founding limited partners pay 0.75% per year. The firm also charges a performance allocation of 20% of profits exceeding a hurdle rate (10% for founding limited partners). Fees are negotiable in certain circumstances.
Fee Estimator
Location
Morristown, NJ
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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 →Employment History
Current Registrations
Vardon Capital, L.L.C.
State Registrations1 state
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