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Andrew Karban

4 Years of Experience
Memphis, TN
Broker

Andrew Karban is a registered investment advisor at Nations Financial Group, INC., based in Memphis, TN, with 4 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,569 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
5,569 clients
Average Client Portfolio
$857K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Asset-based fees range up to 2.25% for standard advisory accounts and up to 2.50% for all-inclusive wrap accounts. Fees are negotiable and vary by representative and account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5100 Poplar Ave., Suite 3214, Memphis, TN, 38137

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew works as a Client Services Representative for Atkins Capital Management, LLC, offering investment and advisory services. He spends nearly full-time hours on this business, all during security trading hours, performing administrative duties.

Employment History
Current Registrations
Nations Financial Group, INC.
July 2022 - Present · 4 yrs 3 mos
Nations Financial Group, INC.Broker
May 2022 - Present · 4 yrs 5 mos
State Registrations2 states
MSTN
AdvisorBrokerBoth

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
No exam information available for this advisor.
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