DK
CFP · ChFC
DK
CFP · ChFC

Denis Jude Knapschaefer

28 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
369 clients
Average Client Portfolio
$550K average
Assets Under Management
$202.9M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $1.0M1.00%
$1.0M - $5.0M0.85%
$5.0M - $10.0M0.65%
$10M+0.50%

Fees may be negotiable depending on circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

North Myrtle Beach, SC

Get directions

History

Regulatory History
Clean regulatory record

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.

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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
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - March 2016 · 7 yrs 2 mos
Raymond James Financial Services
January 2000 - January 2009 · 9 yrs
Raymond James Financial Services, INC.Broker
November 1999 - March 2016 · 16 yrs 4 mos
Compulife Investor Services, INC.Broker
January 1997 - November 1999 · 2 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
January 1991 - December 1996 · 5 yrs 11 mos
Northwestern Mutual Investment Services, INC.Broker
January 1991 - December 1996 · 5 yrs 11 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.