Karen Meriwether is a CFP-designated registered investment advisor at John G. Ullman & Associates, INC, based in Corning, NY, with 30 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,000 clients with $1.4B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.13% |
| $5.0M - $12.0M | 1.00% |
| $12.0M - $15.0M | 0.76% |
| $15.0M - $20.0M | 0.68% |
| $20.0M - $25.0M | 0.60% |
| $25M+ | 0.55% |
The minimum fee and rate may be reduced for nonprofit organizations or other special situations. Fees are not negotiable. Maximum annual fee for the first $12 million is $120,000.
Fee Estimator
Location
51 E Market Street, Corning, NY, 14830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
John G. Ullman & Associates, INC
State Registrations1 state
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