Paula Knox is a registered investment advisor at S&s Wealth Management, based in Grand Prairie, TX, with 12 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 312 clients with $130M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees are negotiable for accounts over $20,000,001. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
2505 N. Highway 360, Suite 490, Grand Prairie, TX, 75050-7825
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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 →Other Business Activities
Paula is the Vice President/Secretary/Treasurer of Dubh Glas Inc, a mobile repair business, and spends about 10-20% of her time as a bookkeeper and doing paperwork for her husband's business. Paula is also a self-employed riding instructor, dedicating a few hours per week to this activity.
Employment History
Current Registrations
S&s Wealth Management
State Registrations1 state
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