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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
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.