DK
CFP · ChFC
DK
CFP · ChFC

Denis Knapschaefer

19 Years of Experience

Denis Knapschaefer is a CFP, ChFC-designated registered investment advisor at Novus Advisors, based in North Myrtle Beach, SC, with 19 years of industry experience. Denis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 369 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
369 clients
Average Client Portfolio
$550K average
Assets Under Management
$202.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual 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

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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 9 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
State Registrations1 state
SC
Advisor

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
No exam information available for this advisor.
Denis Knapschaefer - Financial Advisor | TrueAdvisor