High Knoll Wealth Advisors is a registered investment advisor based in Lexington, Kentucky, founded in 2019 and led by Jonathan Pliszka. High Knoll Wealth Advisors offers personalized investment management and financial planning services, designing custom investment portfolios based on each client's specific financial situation, risk tolerance, and goals. The investment management approach utilizes a broad mix of asset classes, including mutual funds, exchange-traded funds, individual stocks and bonds, real estate investment trusts, master limited partnerships, structured notes, and cryptocurrency. High Knoll Wealth Advisors also provides advice on held-away assets such as employer-sponsored retirement plans using data aggregation platforms. Additionally, High Knoll Wealth Advisors offers retirement plan consulting services to business owners and plan sponsors. High Knoll Wealth Advisors acts as a fiduciary, legally required to act in the best interest of clients at all times.
Fee Structure
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 discounted or waived for family and friends or during client on-boarding at the firm's discretion.