RK
RK

Ronald Knapp

27 Years of Experience
Oracle, AZ

Ronald Knapp is a registered investment advisor at Rh Knapp & CO., based in Oracle, AZ, with 27 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $24M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$785K average
Assets Under Management
$23.6M

Fee Structure

Investment management only (planning not offered)

RH Knapp & Co. charges an annual fee based on the value of your portfolio. The fees range from 0.30% to 1.25% per year, depending on factors and the types of investments managed. Fees are paid quarterly in advance. If you end your relationship mid-quarter, you'll receive a refund for the unused portion of the fee.

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Location

Oracle, AZ

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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
Rh Knapp & CO.
January 1999 - Present · 27 yrs 4 mos
State Registrations1 state
CO
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.
Ronald Knapp - Financial Advisor | TrueAdvisor