Knox Avenue Financial Fees & Minimum

Overview

Headquarters: St. Paul, MN
Total Firm Assets: $145 million
Average High-Net-Worth Client Portfolio Size: $2.0 million

Fee Disclosure

Source: FORM ADV PART 2A (2026-07-28) · View brochure text
Latest filing: WRAP FEE BROCHURE (2026-07-28) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.50%
$250,001	$500,000	1.25%
$500,001	$1,000,000	1.00%
$1,000,001	$3,000,000	0.75%
$3,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,875	1.19%
$5 million	$36,875	0.74%
$10 million	$61,875	0.62%
$50 million	$261,875	0.52%
$100 million	$511,875	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 64.32%
Number of High-Net-Worth Clients: 46
Total Client Accounts: 758
Discretionary Accounts: 674
Non-Discretionary Accounts: 84

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 289094

FORM ADV PART 2A (2026-07-28) (fee schedule source) · View brochure text
WRAP FEE BROCHURE (2026-07-28) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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