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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 14 clients with $2.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$180K average
Assets Under Management
$2.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Florence, KY
Get directionsHistory
Regulatory History (2)
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Regulatory
July 2022Final
Criminal
May 2006Final Disposition
Other 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
November 2022 - Present · 3 yrs 5 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
June 2018 - June 2021 · 3 yrs
State Registrations1 state
KY
Advisor
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.