Denis Knapschaefer is a CFP, ChFC-designated registered investment advisor at Novus Advisors, based in North Myrtle Beach, SC, with 20 years of industry experience. Denis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 267 clients with $91M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based on account complexity, family relationships, or employee status. Accounts with outside money managers incur an additional fee of 0.50% to 0.85%.
Fee Estimator
Location
North Myrtle Beach, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Denis owns a duplex apartment unit in North Myrtle Beach as an investment property since 2012. This takes minimal time.
Employment History
Current Registrations
Novus Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
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.
Exams
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