Benjamin
Karek
Fiduciary Management, Inc
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About this Advisor
Benjamin Karek is a chartered financial analyst who works out of Milwaukee, Wisconsin who has 1 year of relevant experience. Karek currently works for Fiduciary Management, Inc. Karek has gained experience at Fiduciary Management, Inc, Columbia Business School and University Of Michigan. Karek is able to serve investors in Wisconsin. Fiduciary Management, Inc is a registered investment firm based out of Milwaukee, WI. It manages $13 billion in assets under management across its 831 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 119 charitable organizations. Of its 831 client accounts, 31% belong to high-net-worth investors who have more than $1 million in investable assets. Fiduciary Management, Inc performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees usually depend on which services are offered. Fees billed by Fiduciary Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiduciary Management, Inc Brokerage Details
$13,213,149,862
26
831
$15,900,301
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Benjamin Karek Work History
Benjamin has been registered as a financial advisor for 1 years.*
Fiduciary Management, Inc
Columbia Business School
University Of Michigan
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Karek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiduciary Management, Inc
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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