Joel Bernard Knight

American Investors CO

40 Years of Experience

4 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

American Investors CO

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

901 clients

Average Client Portfolio

$685K average

Assets Under Management

$616.9M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.50%
$1M+	1.00%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

9825 Blue Larkspur Lane, Monterey, CA, 93940

Get directions

History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2014

Settled

Customer Dispute

December 2013

Settled

Customer Dispute

February 2013

Closed-No Action

Customer Dispute

August 2012

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Joel is the officer/president of Joel Knight Tax & Business Services/Joel Knight Inc., focusing on bookkeeping and tax preparation, dedicating full-time hours to this business. Additionally, Joel is an independent insurance agent for life, accident, and health insurance, but currently only sells occasional long-term care policies, dedicating minimal time to this activity.

Employment History

Current Registrations

American Investors CO

July 1998 - Present · 27 yrs 7 mos

American Investors CompanyBroker

October 1990 - Present · 35 yrs 4 mos

Previous Registrations

Golden Triangle Securities LLCBroker

February 2000 - July 2000 · 5 mos

Monterey Financial ServicesBroker

June 1986 - September 1990 · 4 yrs 3 mos

American Pacific Securities CorporationBroker

June 1985 - February 1986 · 8 mos

State Registrations11 states

AZCAGAILMSMTNJNMNVORWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.