RH Knapp & Co. offers investment management services, primarily using individual securities for individuals, trusts, and small corporations. The firm does not sell financial products or receive commissions. Clients sign a contract detailing their goals, fees, and asset allocation. Clients maintain individual accounts, and RH Knapp & Co. cannot move funds between accounts. The firm uses fundamental and technical analysis to make investment decisions, and clients can restrict security purchases.
Fee Structure
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.