Emily Knox is a registered investment advisor at Retirement Plan Advisors, LLC, based in Chicago, IL, with 27 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8,148 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPA offers investment management services where they manage your investments for a fee based on the amount of your portfolio. The specific fee will not exceed 2.25% per year. Trading, custodial, and account service fees may also apply. Fees are typically deducted from your account either monthly or quarterly.
RPA also participates in wrap fee programs through Cambridge Investment Research Advisors, Inc. called WealthPort. These programs charge an inclusive fee covering custody, brokerage, and investment advisory services. The maximum fee is 2.25%.
Location
29 E. Madison St., Suite 500, Chicago, IL, 60602-3205
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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 ActivitiesSells Insurance
Emily is an Investment Advisor Representative with Retirement Plan Advisors, LLC, spending full-time hours in this role, including trading activities. She is also an agent for insurance/benefits/human resources, but dedicates minimal time to this activity.
Employment History
Current Registrations
Retirement Plan Advisors, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Nationwide Investment Services CorporationBroker
Nationwide Investment Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
Horace Mann Investors, INC.Broker
Horace Mann Investors, INC.
Icma-Rc Services, LLCBroker
ICMA Retirement Corporation
Truenorth, INC.
Truenorth, INC.Broker
ICMA Retirement CORP
Icma-Rc Services, LLCBroker
Lasalle St Securities, L.L.C.Broker
Aquila Distributors, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Oppenheimerfunds Distributor, INC.Broker
Afs Brokerage, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.