R Karras Asset Management & Planning, LLC
R Karras Asset Management & Planning, LLC (CRD# 149054) is a financial advisory firm headquartered in Independence, OH. They manage $45,397,860 in 356 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management45MILLION
Total Number of Accounts356ACCOUNTS
Average Account Value$127,522
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Karras (CRD# 1103071) is an Investment Advisor Representative working at R Karras Asset Management & Planning, LLC in Independence, OH and has over 24 years of experience in the finance industry. Robert Karras has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.