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Andrew Karr

19 Years of Experience
Broker

Andrew Karr is a registered investment advisor at Rockefeller Capital Management, based in Atlanta, GA, with 19 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,636 clients with $33B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
338 advisors
Number of Clients
5,636 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$32.6B

Fee Structure

Investment management only (planning not offered)

RAM's fees for separately managed accounts typically range from 0.50% to 1.5% annually for equity strategies and from 0.10% to 0.75% annually for fixed income strategies, depending on the investment strategy and the amount invested. Some fixed income strategies are available at no fee to private wealth clients through a wrap fee program. The standard fee for the Long/Short Equity Strategy is 1.5% annually plus a 20% performance fee. The standard fee for the FinTech Venture Capital strategy is 2.0% annually plus a 20% carried interest. The standard fee for its Growth Equity strategy is a 2.0% annual investment advisory fee (with the fee rate stepping down after the investment period) and a 20% carried interest, subject to a preferred return.

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Location

3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is an investment committee member for the United Jewish Endowment Fund and a member of the Jewish Federation of Greater Washington's finance committee. He is also a board member and investment committee chair for Woodmont Country Club, and a partner in Delta Investment Partners LP, a residential real estate investment and rental company, dedicating a few hours per week to this.

Employment History
Current Registrations
Rockefeller Capital Management
March 2024 - Present · 2 yrs 1 mo
Rockefeller Capital Management
November 2021 - Present · 4 yrs 5 mos
Rockefeller Financial LLCBroker
November 2021 - Present · 4 yrs 5 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - November 2021 · 9 mos
Truist Investment Services, INC.Broker
February 2021 - November 2021 · 9 mos
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
June 2009 - January 2013 · 3 yrs 7 mos
Scott & Stringfellow, LLCBroker
June 2009 - January 2013 · 3 yrs 7 mos
Wells Fargo Advisors, LLC
December 2006 - June 2009 · 2 yrs 6 mos
Wells Fargo Advisors, LLCBroker
August 2006 - June 2009 · 2 yrs 10 mos
State Registrations32 states
ALCACOCTDCDEFLGAILINLAMAMDMIMNMTNCNHNJNYOHPASCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.