The Knox Group Wealth Management

Overview

The Knox Group Wealth Management operates as an independent registered investment adviser organized as a corporation and owned by an individual. Its primary client focus is individuals and families, with advisory services centered on financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and also conducts insurance brokerage activity alongside its advisory work. The firm is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not reported as a multi-state adviser or a related adviser to another RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices