Thomas Knightly is a CFP, ChFC-designated registered investment advisor at American Family Legacy Group, based in Clearwater, FL, with 38 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 89 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
American Family Legacy Group offers investment management services where fees are based on a percentage of your portfolio. Fees are negotiable and can vary depending on factors such as the representative assigned, the amount invested, and the complexity of the engagement.
For wrap fee accounts, the annual fees are:
- $0-$500,000: 2.50%
- $500,000-$999,999: 1.95%
- $1,000,000-$1,999,999: 1.75%
- $2,000,000-$2,999,999: 1.65%
- $3,000,000 and over: 1.50%
For non-wrap fee accounts, the annual fee ranges from 0.50% to 1.50%.
Location
Clearwater, FL
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Regulatory History (2)
Customer Dispute
September 2004Customer Dispute
August 2004Employment History
Current Registrations
American Family Legacy Group
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations3 states
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.