Noel Knox is a registered investment advisor at Solve Consulting Group, LLC, based in Fort Wayne, IN, with 19 years of industry experience. Noel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 39 clients with $38M 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 | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5.0M - $6.0M | 0.30% |
| $6M+ | 0.20% |
Fees are generally negotiable.
Fee Estimator
Location
127 West Berry Street, Suite 333, Fort Wayne, IN, 46802
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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
Noel is a lawyer but does not actively practice law or provide legal advice to clients. This activity is not investment-related.
Employment History
Current Registrations
Solve Consulting Group, LLC
Previous Registrations
Monarch Capital Management INC
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.