Robert Karn
Advisor at Cwm, Llc
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cwm, Llc
Location
Farmington, CT 06032
Credentials
CFP®, Series 63
Industry experience
42 years
About
Robert Karn is a CFP® with 42 years of experience in the financial services industry. He is currently affiliated with CWM, LLC and has a long tenure with Karn, Couzens & Associates, Inc., where he has worked since 1987. Karn also holds roles at Alpha Holdings, LLC and KC Financial, Inc., and provides advisory and brokerage services through CWM’s affiliated entities. CWM serves a diverse clientele including individuals, high-net-worth families, corporations, and institutional sponsors, offering asset management, financial planning, retirement consulting, and sub-advisory services. The firm employs a combination of discretionary portfolio management via an Investment Committee and partnerships with in-house and third-party providers to deliver tailored investment solutions.
Client services
Based on Cwm, Llc
Financial planning
Portfolio management
Selection of other advisers
Sub-advisory services for other investment advisory firms
Sub-advisory services for other investment advisory firms
Expertise
Based on Cwm, Llc
Tax-loss harvesting
ESG / Sustainable investing
Options & derivatives strategies
Private / alternative investments
Retirement income strategy
Fee options
Financial planning fixed fees from $500 to $25,000 or more; flat annual investment management fees billed quarterly
$0+: up to 2.50% +: Sub-Advisory fees up to 1% $50,000+: iCapital additional fees $50,000+: Orion Custom Indexing additional fees $10,000+: 55ip advisory fees (accounts with tax management services must be at least $50,000)
Up to $500 per hour for financial planning services
Location
10 Melrose Dr.
Farmington, CT 06032
Most active in
Robert K has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida · Texas
Work history
Alpha Holdings, LLC
2022 - Present (4 years)
KC Financial, Inc.
2022 - Present (4 years)
Cetera Wealth Services, LLC
2022 - Present (4 years)
Cwm, Dba Carson Partners
2022 - Present (4 years)
Karn, Couzens & Associates, Inc.
1987 - Present (39 years)
Royal Alliance Associates, INC.
1983 - 2022 (39 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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