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 $44,398,461 in 169 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $262,713
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at R Karras Asset Management & Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Karras
CRD#: 1103071
5005 Rockside Road, Suite 600, Independence, OH 44131
96
Wealthminder
score

Robert Karras (CRD# 1103071) is an Investment Advisor Representative working at R Karras Asset Management & Planning, LLC in Independence, OH and has over 23 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.

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