Daniel Knox
Daniel Knox is a registered investment advisor at VALIC Financial Advisors, INC., based in Durham, NC, with 23 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
3211 Shannon Road, Suite 600, Durham, NC, 27707
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2014Other Business ActivitiesSells Insurance
Daniel works as an agent for AGIA, selling non-securities insurance products and dedicating a few hours per week to this activity.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations8 states
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.