Knox Wealth Partners Advisory

Knox Wealth Partners Advisory, LLC, based in Knoxville, TN, has been providing asset management services since 2017 with over 75 years of combined experience among its managing partners. The firm specializes in tailored investment advice, including mutual funds, ETFs, equities, and fixed income securities. As a fiduciary, Knox Wealth Partners Advisory acts in clients' best interests, particularly in retirement plan rollover recommendations. The firm charges a negotiable annual advisory fee not exceeding 2.5% of assets under management, with fees prorated quarterly. Investment advisor representatives may negotiate fees per account, potentially leading to higher fees for certain strategies. The firm's investment philosophy involves fundamental and technical analysis, cyclical analysis, and charting analysis to tailor investment strategies to clients' needs and risk tolerance. Clients have discretion over their accounts, with regular performance reports and annual reviews. Knox Wealth Partners Advisory does not receive soft dollar support services and seeks best execution for clients, occasionally aggregating transactions to improve execution quality. The firm does not directly or indirectly compensate for client referrals and maintains a Code of Ethics to ensure ethical business conduct. There are no material changes or disciplinary events to report, and the firm does not have custody of client funds unless authorized for fee deduction purposes.