Karla Lema is a registered investment advisor at Steadtrust, based in Sheridan, WY, with 13 years of industry experience. Karla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 599 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable.
Fee Estimator
Location
114 Decker, Sheridan, WY, 82801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Karla operates under a DBA for RDL Wealth Management, which is investment-related and conducted through B. Riley Wealth Management since 2015. This activity takes nearly full-time hours during securities trading hours.
Employment History
Current Registrations
Steadtrust
Previous Registrations
B. Riley Wealth Advisors, INC.
United Advisors Services, LLC
RBC Dain Rauscher INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.