Karen Medford is a CFP-designated registered investment advisor at Fleming Financial Advising, based in Walnut Creek, CA, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 43 clients with $62M 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 | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.35% |
Fees are calculated based on account values from the previous billing period. The firm also offers a fixed annual fee option.
Fee Estimator
Location
1615 Bonanza Street, Suite 210, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fleming Financial Advising
State Registrations1 state
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