Karpus Investment Management Review


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Karpus Investment Management, federally registered in 1987, is a Registered Investment Advisor (RIA) in 37 state(s) with a licensed staff of 1 advisors. Karpus Investment Management manages $3.2 billion and provides investment advisory services for 1,177 clients (1:1177 advisor/client ratio).

The annual fee for investment advisory services ranges from 0.70% to 1.50% of AUM.

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Managed Investing


Feature Value
Minimum Investment $500,000
Average Account AUM $2,690,410
Hybrid Advisor No
Disciplinary History No
Total AUM $3.2 billion
Advisor / Client Ratio 1:1177
Headquarters 183 Sully's Trail Pittsford, NY 14534
SEC Filings Forms and Brochures


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