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About KARP & ASSOCIATES
KARP & ASSOCIATES is a well-respected financial consulting firm with a proven track record of providing expert financial guidance to its clients. With a team of experienced and knowledgeable advisors, KARP & ASSOCIATES offers a wide range of financial services to individuals, businesses, and organizations.
How does the advisor help clients – Key Takeaways:
- Provide expert financial guidance to individuals, businesses, and organizations
- Offer a wide range of financial services
- Have a team of experienced and knowledgeable advisors
Facts and Insights
KARP & ASSOCIATES has been in the financial consulting industry for over 15 years. During that time, they have helped numerous clients achieve their financial goals and secure their financial future. With a strong focus on personalized service and attention to detail, KARP & ASSOCIATES is dedicated to providing the best possible financial solutions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Business consulting
- And more
Client Types
KARP & ASSOCIATES serves a diverse range of clients, including:
- Individuals
- Small and medium-sized businesses
- Large corporations
- Non-profit organizations
- And more
Fees & Compensation
KARP & ASSOCIATES believes in transparent and fair fees. They charge a percentage of assets under management as their fee. This aligns their interests with their clients, ensuring they are always working towards their clients’ best interests.
Background
KARP & ASSOCIATES was founded by John Karp, a highly accomplished and experienced financial advisor. With a background in finance and accounting, John has built a team of experts and has established a strong reputation in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, KARP & ASSOCIATES is required to disclose any potential conflicts of interest or previous disciplinary actions. They have a clean record and are committed to always acting in their clients’ best interests.