High Knoll Wealth Advisors offers investment management and financial planning services. Investment management includes managing investment portfolios and providing financial planning. The firm evaluates a client’s financial situation before creating an investment plan. They allocate client assets among various investments, including mutual funds, ETFs, stocks, and bonds. They may also advise on assets held in employer-sponsored retirement plans. Financial planning covers investment planning, real estate investing advice, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$9.4M
Clients42
Advisors3
Avg. per Client$220K
Avg. per Advisor$3.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be lowered or waived during client on-boarding or may be discounted or waived for family and/or friends.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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