JK
JK
John Knight
11 Years of Experience
Holland, MI
2 DisclosuresSells Insurance
John Knight is a registered investment advisor at Lamberson Knight Wealth Management LLC, based in Holland, MI, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 42 clients with $7.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
42 clients
Average Client Portfolio
$183K average
Assets Under Management
$7.7M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Holland, MI
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2016Settled
Employment Separation After Allegations
December 2015Other Business ActivitiesSells Insurance
John is an independent insurance agent with life and health licenses. He spends minimal time on this activity.
Employment History
Current Registrations
Lamberson Knight Wealth Management LLC
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Key Investment Services LLC
June 2015 - January 2016 · 7 mos
Morgan Stanley
November 2013 - September 2014 · 10 mos
State Registrations1 state
MI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.