Paul Knoblich
Paul Knoblich is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Calistoga, CA, with 39 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
Calistoga, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Paul is an officer/director for an outside insurance business since 1985. He dedicates minimal time to this activity.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
Foothill Securities, INC.
Foothill Securities, INC.Broker
Mimlic Sales CorporationBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
New York Life Securities CORP.Broker
State Registrations15 states
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.
Exams
More Advisors
- Jeanette Squire, ChFCState Farm Investment Management CORP.