Rob Knowles is a registered investment advisor at Copeland Capital Management, LLC, based in Manhattan Beach, CA, with 7 years of industry experience. Rob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,983 clients with $4.1B 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 $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fee schedule represents the Smid Cap Dividend Growth strategy. Other strategies have different fee schedules. Fees are negotiable.
Fee Estimator
Location
Manhattan Beach, CA
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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.
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Rob is a Director of Institutional Sales at Copeland Capital Management, LLC since January 2020. This role requires a full-time commitment.
Employment History
Current Registrations
Copeland Capital Management, LLC
Previous Registrations
Ami Asset Management CORP
State Registrations1 state
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