Knochelmann Wealth Management and Advisors offers a range of services including continuous wealth management, portfolio management, retirement planning, financial planning, and hourly financial consulting. The firm operates as a registered investment advisor and acts in the best interest of clients. Investment management services utilize active, diversified strategies and model-based asset allocation tailored to individual risk tolerances and goals. In addition to ongoing portfolio management, the firm provides standalone financial plans, retirement plans, and project-based consulting for personal and business needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable based on complexity, assets, and related accounts. Discounts are available for family members and employees.