John Knopik is a CFP-designated registered investment advisor at Ascent Wealth Management, based in Kalispell, MT, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 60 clients with $54M 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 $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be waived or discounted for associates of the advisory firm and their family members, as well as preexisting relationships.
Fee Estimator
Location
1220 Whitefish Stage, Kalispell, MT, 59901
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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
Ascent Wealth Management
Previous Registrations
Jordahl & Sliter Wealth Management Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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