Michael Knuffke
Michael Knuffke is a registered investment advisor at The Von Dohlen Knuffke Financial Group, LLC, based in San Antonio, TX, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 15 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management Fee and account minimums are negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Location
San Antonio, TX
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2008Customer Dispute
April 2006Other Business ActivitiesSells Insurance
Michael is involved with The Von Dohlen Knuffke Financial Group, engaging in insurance sales and owning a portion of the company, spending about 10% of his time. He is also an owner of The Von Dohlen Knuffke Financial Group, Inc. and a director for Allied Women Center, a non-profit organization.
Employment History
Current Registrations
The Von Dohlen Knuffke Financial Group, LLC
Previous Registrations
The Von Dohlen Knuffke Financial Group, LLC
The Von Dohlen Knuffke Financial Group, LLC
Next Financial Group, INC.
New England Securities Corporation
Metlife Securities INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.