Knox Avenue Financial Corp. offers investment advice tailored to clients' needs, including asset allocation strategies for cash, stocks, mutual funds, bonds, and annuities. They also provide financial planning consulting services such as risk assessment, investment planning, and estate planning. Knox Avenue Financial Corp. may recommend a bundled fee program, but fees will not exceed the stated fee schedule.
Assets Under Management$140M
Clients227
Advisors1
Avg. per Client$640K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
There may be an annual account fee of $25.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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