SK
CFP
SK
CFP

Sabrina F Karns

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
385 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$713.3M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M0.95%
$2M+0.75%

Fees are negotiable and can be reduced at The Advocate Group's discretion. The actual fee charged to each client shall be determined prior to establishing the arrangement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

601 Carlson Parkway, Suite 1100, Minnetonka, MN, 55305

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History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Sabrina works as an insurance agent, selling various insurance products. This activity takes about 10-20% of her time.

Employment History
Current Registrations
The Advocate Group, LLC
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Commonwealth Financial Network
October 2015 - October 2021 · 6 yrs
Commonwealth Financial NetworkBroker
October 2015 - October 2021 · 6 yrs
1st Global Advisors INC
December 2013 - October 2015 · 1 yr 10 mos
1st Global Capital CORP.Broker
October 2012 - October 2015 · 3 yrs
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Sabrina F Karns - Financial Advisor | TrueAdvisor