Joshua Knauss is a CFP-designated registered investment advisor at Omniwealth Investments LLC, based in Lewisburg, PA, with 16 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Federal Employees, and 6 more. Their firm serves 150 clients with $37M 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% |
| $1M+ | 1.00% |
The annual Investment Management fees may be negotiable at the discretion of OMNIWEALTH Investments.
Fee Estimator
Contact
Joshua Knauss
Location
519 N Derr Drive, Lewisburg, PA, 17837
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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
Joshua is the president of OMNIWEALTH GROUP INC. Through OMNIWEALTH GROUP INC. and its subsidiaries, Joshua also serves as a consultant, coach, speaker and author, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Omniwealth Investments LLC
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
H.D. Vest Investment ServicesBroker
Morgan Stanley Dw INC.Broker
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.