Brenda Knox is a CFP-designated registered investment advisor at Financial Elements, INC, based in Rolling Meadows, IL, with 26 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Middle Income, and 2 more. Their firm serves 124 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Client accounts may be aggregated for fee calculations. Financial Elements may negotiate to waive its stated account minimum or charge a lesser management fee based upon certain criteria.
Fee Estimator
Contact
Brenda Knox
Location
1861 Hicks Road Suite D, Rolling Meadows, IL, 60008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Elements, INC
Previous Registrations
Ccp, INC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Financial Elements is a full service financial advisory firm. I enjoy working with all types of clients and helping them meet their financial goals by providing holistic financial planning services and investment management. I've been a Fee-only planner for over 21 years and look forward to helping you meet your life goals. I offer a complimentary initial consultation to see if my firm is a good fit for your needs.