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.
Credentials
CFA®
Experience Industry experience
12 years
Location
Esmont, VA
Verdence Capital Advisors, LLC
Multi-team
Edward Karppi is a CFA® charterholder with 11 years of industry experience. He has worked at Verdence Capital Advisors, LLC since 2022 and previously spent six years at Mangham Associates, Inc. He serves on the investment subcommittee for St. Albans School’s endowment, focusing on asset allocation and investment fund review. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios across various asset classes and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.
Based on Verdence Capital Advisors, LLC
Based on Verdence Capital Advisors, LLC
Based on Verdence Capital Advisors, LLC
Fixed fees generally range from $5,000 to $100,000 for financial planning and consulting services
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001 - $25,000,000: 0.65% annually $25,000,001 - $50,000,000: 0.55% annually $50,000,001 - $100,000,000: 0.45% annually $100,000,001+: 0.30% annually
$250 to $500 per hour
Minimum fee: Generally require a minimum annual fee of $10,000; minimums can be reduced or waived discretionarily
Esmont, VA
Esmont VA
Advisors at this office
1
Virginia
12 years of industry experience
Verdence Capital Advisors, LLC
2022 - Present • 4 years
Hunt Valley, MD
UnEmployed
2021 - 2022 • 1 year
Esmont, VA
Mangham Associates, Inc.
2015 - 2021 • 6 years
Charlottesville, VA
Strategent Financial, LLC
2014 - 2015 • 1 year
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Nellysford, VA
Cetera
Joanne White is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 31 years of industry experience. She previously worked at First Investors Corporation for 25 years and Foresters Advisory Services for three years. Joanne serves as secretary for both the Nelson Rotary Club and the Westwood Property Owners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning and portfolio management services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of program options and oversees more than $256 billion in assets managed by over 10,000 advisors nationwide.
Series 63, Series 66
North Garden, VA
Morgan Stanley
Adam Rorrer is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2006. He holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.
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