The Knox Group Wealth Management provides investment management services to individuals, high net worth individuals, trusts, and businesses. They create customized investment solutions through personal contact and discretionary investment management. The Knox Group works with clients to identify their investment goals, risk tolerance, and financial situation to create a suitable portfolio allocation using exchange-traded funds, mutual funds, and individual stocks and bonds.
Fee Structure
The Knox Group charges a percentage of the value of your portfolio annually, paid monthly. The fee ranges from 0.75% to 2.00% depending on the size and complexity of your account. Fees are negotiable and may be higher for relationships with multiple objectives, specific reporting requirements, portfolio restrictions, and other complexities.