Karp And Associates
About
We are a fee based Registered Investment Advisory Firm that will customize a financial plan unique to your financial needs. As a fee only advisor we get paid by the assets that we manage, as opposed to financial representatives who work on commissions and may have inherent conflicts of interest. All our services are offered on a Fiduciary Standard.
The money manager David Karp draws on his thirty plus years' experience in developing strategies to optimize opportunities to grow and preserve your wealth. At Karp and Associates we believe that a strong defense is your best offense.For more information please visit our website: http://www.karpadvisory.com/
When I began in this industry in the early 80's I had no idea that it would lead torwards developing lifetime friendships with so many people. Many of my clients began investing with me over twenty years ago. During that time trust is earned as we persevered together over three seperate economic crashes. I feel very fortunate to be in a career that is both intrinsically and financially rewarding.
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Frequently asked questions
What is your typical process for working with a new customer?
Our typical client will meet in our office for about an hour to discuss their financial situation, needs and goals. Since I work on a fee only Fiduciary basis, you will receive an unbiased assesment of your investment strategies and how we can help improve them if applicable. If you would like to engage with our services, we will transfer your investments to our brokerage platform TD Ameritrade (Charles Schwab).
What education and/or training do you have that relates to your work?
My thirty plus years of service in financial services, the last twenty as a fee based Fiduciary provides my clients expertise that can't be taught in books. I've endured two major crashes and have learned defensive strategies to minimize downside risk while taking advantage of advanced strategies to prudently grow your portfolio. Formal studies include attaining the Accredited Investment Fiduciary (AIF) certification.
Do you have a standard pricing system for your services? If so, please share the details here.
Our fee structure is based on a percentage of the assets that we manage. We never receive commisions or "soft money" from any sources related to your investments.