Paul Knott
Paul Knott is a CFP, PFS-designated registered investment advisor at Old North State Wealth Management, LLC, based in Wilmington, NC, with 28 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 502 clients with $380M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Certain clients who maintained pre-existing relationships with Investment Advisor Representatives (IARs) prior to their association with the Firm may pay a different fee to Old North. Fees are negotiable.
Fee Estimator
Location
1430 Commonwealth Drive, Suite 200, Wilmington, NC, 28403
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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
Paul is the sole owner/managing member of Old North State Wealth Management LLC, a registered investment advisor, dedicating nearly full-time hours to financial planning and asset management. He is also a partner and 50% owner in Knott, Richartz & Co., CPAs, spending about 10-20% of his time as a tax consultant.
Employment History
Current Registrations
Old North State Wealth Management, LLC
Apw Capital, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations7 states
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