Karissa Mclaren is a registered investment advisor at Oasis Wealth Planning Advisors, based in Bowling Green, KY, with 1 years of industry experience. Karissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 186 clients with $280M 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 $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $7.0M | 0.35% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are generally not negotiable but may be modified for unique circumstances at the firm's discretion.
Fee Estimator
Location
Bowling Green, KY
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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
Karissa works as a Financial Planning Associate at Focus Financial Network Inc., assisting with back office activities, financial planning, client tasks, and trading. This is a full-time commitment.
Employment History
Current Registrations
Oasis Wealth Planning Advisors
Savvy
Previous Registrations
Focus Financial
Osaic Wealth, INC.Broker
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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