Kim Knotts RIA, LLC helps clients reach their financial goals through investments. Kim Knotts RIA creates personalized asset allocations based on your risk tolerance and investment objectives. This includes growth, income, and diversifying assets. Kim Knotts RIA also offers financial planning services covering net worth, cash flow, retirement, risk management, investments, and tax and estate planning. Kim Knotts RIA may recommend other professionals like lawyers or accountants.
Assets Under Management$9.3M
Clients34
Advisors1
Avg. per Client$270K
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees may be negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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