Karp & Associates is an investment management firm that aims to build long-term relationships with clients through service and unbiased advice. Karp & Associates helps individuals, families, trusts, estates, charities, corporations, and other business entities manage their wealth and make informed financial decisions. The firm provides active investment management, risk management strategies, and tailored investment strategies.
Assets Under Management$7M
Clients20
Advisors1
Avg. per Client$350K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fee may be negotiable on a client-to-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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