Joel Knight
Joel Knight is a registered investment advisor at American Investors CO, based in Monterey, CA, with 40 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $580M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In lieu of the tiered schedule, a fixed percentage fee of 1.5% may be charged. A fixed annual fee payable at agreed-upon intervals throughout the year may be charged for asset management services and/or a combination of asset management and other advisory services. Fees are negotiable.
Fee Estimator
Location
9825 Blue Larkspur Lane, Monterey, CA, 93940
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2014Customer Dispute
December 2013Customer Dispute
February 2013Customer Dispute
August 2012Other 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
American Investors CompanyBroker
Previous Registrations
Golden Triangle Securities LLCBroker
Monterey Financial ServicesBroker
American Pacific Securities CorporationBroker
State Registrations11 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.