William Knorr
William Knorr is a CFA-designated registered investment advisor at Castle Pines Investment Management LLC, based in Boulder, CO, with 11 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 17 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees can be negotiated under certain circumstances.
Fee Estimator
Location
Boulder, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Castle Pines Investment Management LLC
State Registrations1 state
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