Knecht Capital Management provides investment advice and asset management, creating tailored portfolios using stocks, bonds, ETFs, and other securities. They also offer comprehensive portfolio management with financial planning and consulting to help clients meet their financial goals. Knecht Capital also provides standalone financial planning and consulting services covering investment, retirement, estate, tax, and insurance planning. As a fiduciary, Knecht Capital is legally required to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
This fee schedule is for Asset Management services. Comprehensive Portfolio Management (includes financial planning) has a different fee schedule: 1.45% on the first $250,000, 1.25% on $250,001-$500,000, 0.85% on $500,001-$1,000,000, 0.65% on $1,000,001-$2,500,000, and 0.45% over $2,500,001. Fees are negotiable.