Edward Knight
Edward Knight is a ChFC-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Plantation, FL, with 52 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 45,002 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable and may vary based on account size, complexity, and services included.
Fee Estimator
Location
Plantation, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward has a retired agent contract with New York Life Insurance Company since 2002, allowing him to sell insurance and annuity products, taking about 10% of his time. He also occasionally brokers life and health products with other insurance companies, dedicating minimal time to this activity.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Knight Financial Planning Services, INC.
Mutual Service CorporationBroker
Lowry Financial Services CorporationBroker
Nylife Securities INC.Broker
New York Life Variable Contracts CorporationBroker
State Registrations7 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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