Knuff & Company provides financial planning and investment management services to high-net-worth individuals, families, and institutions. For individual clients, Knuff & Company offers wealth planning (financial, tax, inheritance, and estate planning) and portfolio management (asset allocation, security selection, and socially responsible investing). They also offer advice on real assets and alternative investments. For the Fund, Knuff & Company provides discretionary investment management services.
Assets Under Management$380M
Clients28
Advisors1
Avg. per Client$14M
Avg. per Advisor$380M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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