401karat

Overview

401karat is organized as a corporation and operates as an independent registered investment adviser based in Florida. Ownership is held by an individual rather than by a parent firm or institutional owner. The firm reports a fee model that combines percentage-of-assets-under-management pricing with flat, fixed-fee arrangements. Public filings and the provided snapshot include limited detail on client types, advisor activities, or target markets. The adviser indicates it does not operate as a capital allocator and is not designated as a multi-state or pension consulting adviser. It also does not identify as an active ESG investor. Other affiliations, business activities, and advisory specializations were not supplied in the available data.

Investments & Alternatives

Location & Offices