MK
MK

Michael Knous

16 Years of Experience
Tysons Corner, VA
Broker

Michael Knous is a registered investment advisor at Charles Schwab & CO., INC., based in Tysons Corner, VA, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1650 Tysons Blvd, Suite 150, Tysons Corner, VA, 22102-4856

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2023 - Present · 3 yrs 1 mo
Charles Schwab & CO., INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
TD Ameritrade, INC.Broker
May 2023 - July 2024 · 1 yr 2 mos
Fidelity Personal and Workplace Advisors
July 2018 - April 2023 · 4 yrs 9 mos
Strategic Advisers LLC
March 2017 - July 2018 · 1 yr 4 mos
Strategic Advisers, INC.
October 2011 - March 2017 · 5 yrs 5 mos
Fidelity Brokerage Services LLCBroker
September 2010 - April 2023 · 12 yrs 7 mos
Edward Jones
June 2009 - July 2010 · 1 yr 1 mo
Edward JonesBroker
June 2009 - July 2010 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2009 - February 2009 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2009 - February 2009 · 1 mo
State Registrations2 states
MIPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Michael Knous - Financial Advisor | TrueAdvisor