Overview

Headquarters
Pittsford, NY
Total Firm Assets
$4.3 billion
Average High-Net-Worth Client Portfolio Size
$3.6 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: KARPUS INVESTMENT MANAGEMENT (2026-09-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.50%
$1,000,001 $2,000,000 1.30%
$2,000,001 $5,000,000 1.20%
$5,000,001 $10,000,000 1.10%
$10,000,001 $25,000,000 1.00%
$25,000,001 and above 0.90%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $64,000 1.28%
$10 million $119,000 1.19%
$50 million $494,000 0.99%
$100 million $944,000 0.94%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
61.39%
Number of High-Net-Worth Clients
729
Total Client Accounts
2,337
Discretionary Accounts
2,337

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
110275

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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