Karen Tass is a CFA-designated registered investment advisor at Garcia Hamilton & Associates LP, based in Houston, TX, with 8 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 312 clients with $25B 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 $25.0M | 0.25% |
| $25.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.18% |
| $100.0M - $200.0M | 0.15% |
| $200M+ | 0.09% |
Rates shown are for the Aggregate Strategy. Other strategies like Short Duration have lower rates starting at 0.14%. Fees are negotiable.
Fee Estimator
Location
5 Houston Center, 1401 Mckinney St., Suite 1600, Houston, TX, 77010-4037
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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
Garcia Hamilton & Associates LP
State Registrations2 states
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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