Jeffrey Scott Karst
JK
Jeffrey Scott Karst
JK

Jeffrey Scott Karst

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
181 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$275.7M

Fee Structure

Minimum Investment:$300K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M0.75%
$1.0M - $3.0M0.50%
$3M+0.25%

Fees may be negotiated for complex or unusual circumstances. Reduced fees or reduced minimum fees may be arranged based on a variety of criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Contact

Jeffrey Scott Karst
JK
Jeffrey Scott Karst

Location

684 West Cromwell Avenue, Suite 103, Fresno, CA, 93711

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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.

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Employment History
Current Registrations
Pathways Advisory Group, INC.
July 2011 - Present · 14 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Additional Information

Jeff and his wife, Angela, have been married since 2005.  In May 2010, they welcomed their two children, twin girls Alexandria and Addison.  In December 2011, they bought a home in the community of Appaloosa Acres with their primary thought to just get out of the city.  Since then, they have grown into part-time farmers with a small garden, horses, goats, chickens, ducks, geese, and (if Angela gets her way) more animals on the way.  Jeff and Angela also enjoy CrossFit, the outdoors, spending time with family, and traveling.

Jeffrey Scott Karst
JK
Contact
Jeffrey Scott Karst