Todd Knapp
Todd Knapp is a registered investment advisor at International Assets Investment Management, LLC, based in Salinas, CA, with 27 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,961 clients with $2.6B 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 | 3.00% |
Fees are negotiable up to an annual maximum of 3.00% depending on portfolio size, transaction fee inclusion, and service complexity.
Fee Estimator
Location
975 West Alisal Street, Suite G, Salinas, CA, 93901
Get directionsHistory
Regulatory History (6)
Employment Separation After Allegations
August 2021Judgment / Lien
January 2020Judgment / Lien
February 2017Judgment / Lien
August 2016Judgment / Lien
September 2014Judgment / Lien
September 2013Other Business Activities
Todd is the owner/member of Knapp Financial Group, LLC since 2009 and owner of Knapp Wealth Management since 2012, both requiring minimal time. He is also an advisor with International Assets Investment Management LLC since 2021, dedicating about a quarter of his time.
Employment History
Current Registrations
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Painewebber IncorporatedBroker
State Registrations6 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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