Karen Houghton
Karen Houghton is a registered investment advisor at Infinite Giving Advisory Services, INC., based in Atlanta, GA, with 4 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 301 clients with $100M 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 | 1.00% |
Fees are negotiable at our discretion. The specific fee is determined based on the types of assets invested, the amount of anticipated time spent managing accounts, and the scope and complexity of the services provided.
Fee Estimator
Location
3423 Piedmont Road Ne, Suite 264, Atlanta, GA, 30305
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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 →Other Business Activities
Karen is the CEO, CFO, and Secretary of Infinite Giving Technologies, Inc., spending a few hours per week recommending a SaaS business to nonprofits. She is also the owner of Infinite Giving Holdings, LLC, but spends no time on this activity.
Employment History
Current Registrations
Infinite Giving Advisory Services, INC.
State Registrations7 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.