The Karras Company offers wealth planning and investment consulting services. Wealth planning includes budgeting, tax planning, insurance, education, retirement, estate, and business planning. Investment consulting includes portfolio review and investment strategy recommendations. Karras is affiliated with Raymond James Financial Services and Raymond James & Associates.
Assets Under Management$370M
Clients251
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10 Million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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