Richard Knudsen
Richard Knudsen is a registered investment advisor at William Joseph Capital Management, INC., based in Bethel, CT, with 8 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,153 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WJCM's advisory service fees are negotiable and range from 0.60% to 1.35% annually, billed quarterly. The fee is based on the size of the account, the relationship, and the services provided. If you engage WJCM for wealth management services, financial planning services are included in the investment management fees. Additional hourly fees may be charged for more complex financial planning services with mutual agreement.
Location
Bethel, CT
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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
Richard is the President and Owner of Health Insurance Quote Services, Inc., selling life, health insurance, and annuities, dedicating nearly full-time hours to this role. He is also the owner of AAA Retire, LLC, which focuses on educational and marketing activities for insurance, spending a few hours per week on this venture.
Employment History
Current Registrations
William Joseph Capital Management, INC.
State Registrations1 state
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