Knox Capital Advisors (KCA) manages client investment portfolios on a discretionary basis, primarily using individual equity securities and money market funds. KCA consults with clients to determine their risk tolerance, time horizon, and liquidity needs. KCA may also advise on investments not held at the primary custodian. Any financial planning is incidental to the investment advisory services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to management fees, clients will also pay performance fees which are charged annually in arrears as a percentage of the client’s net portfolio performance over a negotiated hurdle rate, subject to a high-water mark. KCA may, in its sole discretion, negotiate to charge a lesser or greater fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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