The Hogan-Knotts Financial Group offers financial advice, counseling, and investment management to individuals, families, businesses, trusts, estates, and charitable entities. They focus on building long-term relationships and working with clients' other professionals like attorneys and accountants. Hogan-Knotts manages investments and creates financial plans to help clients reach their goals.
Fee Structure
Hogan-Knotts Financial Group charges an annual fee for managing your investments, ranging from 0% to 1.25% of the value of your portfolio. The specific fee is determined in your agreement with Hogan-Knotts. Discounts are offered to family members of employees, related professionals, and long-term clients who meet certain wealth accumulation criteria. Fees are billed quarterly in arrears and directly debited from client accounts.