Advisor at Xpand Investment LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Charles Manih is a CFA® charterholder and principal of Xpand Investment LLC in San Diego, with three years of industry experience. Before founding Xpand Investment, he lectured at Université La Sagesse and Lebanese International University and worked as a self-employed consultant. He produces educational content, including paid articles on platforms like Seeking Alpha, and offers courses and seminars to clients and external audiences. Xpand Investment LLC provides customized investment management, financial planning, and consulting services to individuals, high-net-worth clients, and small businesses. The firm emphasizes a written Investment Policy Statement and strategic asset allocation, with regular portfolio reviews and client reporting.
Based on Xpand Investment LLC
Flat fee for financial planning starts at $2,000
$0 - $50,000: 1.2% annually $50,001 - $100,000: 1.1% annually $100,001 - $500,000: 0.9% annually $500,001 - $1,000,000: 0.70% annually $1,000,001 - $5,000,000: 0.45% annually $5,000,001+: 0.25% annually
$200 per hour for financial planning services
Fee-only: Financial planning services billed hourly at $200 per hour or flat fee starting at $2,000
Chula Vista, CA
California
Xpand Investment LLC
2021 - Present (5 years)
Charles Manih
2019 - 2021 (2 years)
Université La Sagesse
2015 - 2019 (4 years)
Self-Employed
2011 - 2019 (8 years)
Lebanese International University
2011 - 2019 (8 years)
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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Tempus Pecunia
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