Christy Knotz
Christy Knotz is a CFP-designated registered investment advisor at Fortress Financial Solutions, LLC, based in Tucson, AZ, with 14 years of industry experience. Christy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 279 clients with $140M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees are negotiable. Billed in advance on a monthly or quarterly basis.
Fee Estimator
Location
4640 East Sunrise Drive, Suite 211, Tucson, AZ, 85718
Get directionsHistory
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 ActivitiesSells Insurance
Christy offers non-variable life insurance and fixed annuities through Fortress Insurance Brokerage, LLC, and business consulting services through Fortress Consulting, LLC. She also provides notary services at no charge to clients; these activities each take minimal time.
Employment History
Current Registrations
Fortress Financial Solutions, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., 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.
Exams
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