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Karen Michele Culver

MANAGED ASSET PORTFOLIOS, LLC·ROCHESTER, Michigan
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950 W. UNIVERSITY, SUITE 100, ROCHESTER, MI 48307CRD# 2128648Firm CRD# 109574
01

About

Karen Michele Culver is a registered financial advisor based in ROCHESTER, Michigan, affiliated with MANAGED ASSET PORTFOLIOS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MANAGED ASSET PORTFOLIOS, LLC
MANAGED ASSET PORTFOLIOS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at MANAGED ASSET PORTFOLIOS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2128648
Firm CRD# 109574
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karen Michele Culver offer?
Karen Michele Culver specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ROCHESTER, Michigan for a consultation.
What are Karen Michele Culver's credentials?
Karen Michele Culver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Michele Culver located?
Karen Michele Culver is based in ROCHESTER, Michigan, working with MANAGED ASSET PORTFOLIOS, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Karen Michele Culver charge for services?
Karen Michele Culver's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MANAGED ASSET PORTFOLIOS, LLC?
MANAGED ASSET PORTFOLIOS, LLC has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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