Knox Wealth Partners Advisory provides personalized investment and risk management services to families and business owners. They offer both discretionary and non-discretionary asset management. Financial planning and consulting are offered as separate services. They work with LPL Financial as their custodian but are a separate entity.
Assets Under Management$230M
Clients482
Advisors7
Avg. per Client$480K
Avg. per Advisor$33M
www.knoxwealthpartners.com ·www.facebook.com/kristentuckerkwpa ·www.facebook.com/knox-wealth-partners-advisory-...
Fee Structure
Knox Wealth Partners Advisory's investment management fees are negotiable but will not exceed 2.5% annually, based on factors like account size, management style, complexity, investment type, and time required.
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