Thomas Knightly
Thomas Knightly is a CFP, ChFC-designated registered investment advisor at American Family Legacy Group, based in Clearwater, FL, with 39 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 112 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.65% |
| $3M+ | 1.50% |
Fees are negotiable based on the representative assigned, asset size, complexity, and servicing needs. Non-wrap fee program ranges from 0.50% to 1.50%.
Fee Estimator
Location
Clearwater, FL
Get directionsHistory
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.
Exams
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