Karen Goodfriend is a CFP, PFS-designated registered investment advisor at Wealthvalues, LLC, based in Redwood City, CA, with 25 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, High Net Worth, Investment Management, and 2 more. Their firm serves 24 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthValues offers investment management as part of its services. The fee is a percentage of the value of your portfolio, ranging from 0.25% to 1.00% annually, depending on the amount you invest. Fees are negotiable. They also offer services for an annual fixed fee, or an annual fixed fee plus a percentage of your portfolio.
Location
303 Twin Dolphin Dr., Suite 600, Redwood City, CA, 94065
Get directionsHistory
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 →Employment History
Current Registrations
Wealthvalues, LLC
Previous Registrations
Allied Consulting Group
Goldsteinenright Financial Advisers 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.