Colleen
Knapp
Transparent Wealth Consulting LLC
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About this Advisor
Colleen Knapp is a financial advisor operating out of Victor, New York with 2 years of industry experience. Knapp is an advisor for Transparent Wealth Consulting LLC. The advisor has gained experience at Cadaret, Grant & Co., Inc and Transparent Wealth Consulting LLC. Knapp maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in New York and Texas. Transparent Wealth Consulting LLC is a business headquartered in Victor, NY. It manages $42 million in assets under management across its 209 client accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 209 accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm provides a set of services, including portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely are based on the services provided. However, fee types charged by Transparent Wealth Consulting LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transparent Wealth Consulting LLC Brokerage Details
$42,000,000
1
209
$200,957
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Colleen Knapp Work History
Colleen has been registered as a financial advisor for 2 years.*
Transparent Wealth Consulting LLC
Cadaret, Grant & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Colleen Knapp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transparent Wealth Consulting LLC
Victor, NY
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