John Prichard
John Prichard is a CFA-designated registered investment advisor at Knightsbridge Wealth Management, based in Newport Beach, CA, with 23 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 508 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Knightsbridge charges a percentage of your portfolio each year, up to a maximum of 1.5%. The specific rate is detailed in your investment management agreement. Fees are calculated quarterly based on the value of your portfolio.
Location
450 Newport Center Drive, Suite 630, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Knightsbridge Wealth Management
Previous Registrations
Canterbury Consulting Incorporated
State Registrations2 states
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