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Denis Knapschaefer

Advisor at Novus Advisors

Updated today
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Firm

Novus Advisors

Location

North Myrtle Beach, SC

Credentials

CFP®, ChFC®, Series 63, Series 65

Industry experience

28 years

About

Denis Knapschaefer is a CFP® and ChFC® with 28 years of experience in financial services. He has worked at Novus Advisors since 2022 and previously spent a decade at First Financial Wealth Management and over 25 years at First Financial Bank. Outside of his advisory role, he owns a duplex apartment unit in North Myrtle Beach as a personal investment. Novus Advisors manages approximately $203 million for around 366 clients, offering portfolio management and financial planning services for individuals, trusts, estates, and corporate entities. The firm uses fundamental analysis to construct portfolios with mutual funds, ETFs, and individual securities, and provides ERISA-focused fiduciary consulting and investment management.

Client services

Based on Novus Advisors

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Novus Advisors

Retirement plans for business owners (SEP, solo 401k) Annuities Active portfolio management Tax-loss harvesting

Fee options

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: .85% $5,000,001 - $10,000,000: .65% Over $10,000,000+: .5%

Commissions

Insurance commissions from sales of fixed-indexed annuities and other insurance products via affiliated insurance agency

Other

Fee-only: Asset management fees as per tiered schedule; Retirement plan advisory fees 0.25% to 1.10%

Location

North Myrtle Beach, SC

Most active in

South Carolina

Work history

Novus Advisors, LLC

2022 - Present (4 years)

First Financial Wealth Management

2012 - 2022 (10 years)

First Financial Bank

1996 - 2022 (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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