William Knowles is a CFA-designated registered investment advisor at Wmk Investment Partners, based in Denver, CO, with 5 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management. Their firm serves 17 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon. For certain legacy accounts, the firm offers an incentive or performance-based fee.
Fee Estimator
Location
471 S. Gilpin St., Denver, CO, 80209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William serves as the Chief Operating Officer of a privately held company that invests in automotive retail dealerships and other ventures. He receives a base salary and bonus based on the company's performance.
Employment History
Current Registrations
Wmk Investment Partners
State Registrations2 states
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