Robert Knotts
Robert Knotts is a registered investment advisor at Integrity Advisory Solutions, based in Uniontown, OH, with 9 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
1505 Corporate Woods Pkwy, #600, Uniontown, OH, 44685
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
Robert is a Regional Vice President at The Assurance Group, where he manages an office of insurance agents and sells fixed life insurance, annuities, Medicare, indemnity, and STC plans, dedicating full-time hours to this role. He is also an IAR/Owner of Knotts Financial Solutions, LLC, a DBA for his securities business, but spends no time on this activity.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Alphastar Capital Management
Regal Investment Advisors LLC
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.