Jerome Knochelmann is a registered investment advisor at Kwma, based in Florence, KY, with 6 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 14 clients with $4.5M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable based on complexity, assets, and related accounts. Discounts are available for family members and employees.
Fee Estimator
Location
Florence, KY
Get directionsHistory
Regulatory History (2)
Regulatory
July 2022Criminal
May 2006Other Business Activities
Jerome is the owner and registered agent of Atriox Capital LLC, but the company is not currently operating. He dedicates no time to this activity.
Employment History
Current Registrations
Kwma
Previous Registrations
Fidelity Brokerage Services LLCBroker
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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