Advisor at Peregrine Investment Advisors, LLC
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Firm
Peregrine Investment Advisors, LLC
Location
Atlanta, GA 30327
Credentials
Series 65
Industry experience
15 years
John Knox is a financial advisor at Peregrine Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has worked at both TDCR Group, LLC and Peregrine Investment Advisors since 2010. Knox serves as a board member of Encompass Group, LLC, a healthcare textile and medical supply company. Peregrine Investment Advisors provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporate clients, focusing on fundamental analysis and a long-term purchase approach primarily through mutual funds, ETFs, and individual equities. The firm operates with a four-advisor team and maintains a relatively small client roster.
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $3,000,000: 0.70% $3,000,000 - $4,000,000: 0.60% $4,000,000+: 0.50%
Account minimum: $500,000 Fee-only: Negotiable fees generally between 0.50% and 1.00% annually based on tiered schedule
North Parkway Square, 4200 Northside Pkwy, Bldg 14, Ste 200
Atlanta, GA 30327
Georgia
TDCR Group, LLC
2010 - Present (16 years)
Peregrine Investment Advisors, LLC
2010 - Present (16 years)
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Real estate agent
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Other specialized services
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