Knode Wealth Management offers investment management and financial planning services to individuals and other client types. The firm creates investment plans based on client goals and manages portfolios on a discretionary basis. Financial planning services cover areas like retirement, taxes, estate planning, and insurance. Knode Wealth Management may recommend outside managers.
Assets Under Management$21M
Clients17
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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