Karen Miller is a CFP-designated registered investment advisor at Gasber Financial Advisors, INC, based in Folsom, CA, with 12 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 183 clients with $180M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Clients may be paying fees different from the above schedule of fees when they are related to GFA or the client may be paying less or more under a legacy fee schedule.
Fee Estimator
Location
81 Blue Ravine Road, Suite 250, Folsom, CA, 95630-4157
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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
Gasber Financial Advisors, INC
State Registrations1 state
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