J Knight
J Knight is a CFP-designated registered investment advisor at Winston Paul Capital Management, INC., based in Tysons Corner, VA, with 24 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 15 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Winston Paul Capital Management offers two investment management options:
- WP Direct: Fees range from 1.10% annually on the first $500,000 to 0.50% on amounts over $10,000,000.
- WP Managed Account Marketplace (WP MAM): Fees range from 0.60% annually on the first $2,000,000 to 0.30% on amounts over $10,000,000.
When both WP Direct and WP MAM options are selected, Winston Paul will group or “household” all accounts together such that the amount in WP Direct accounts is calculated first on their tiered fee schedule and then the amount in WP MAM accounts is subsequently calculated on their tiered fee schedule, as if the Direct balance were included in the WP MAM amount. These fees are in addition to the fees charged by any other investment advisor and the custodian on the WP MAM platform which may be up to 1%.
Location
1934 Old Gallows Road, Suite 350, Tysons Corner, VA, 22182
Get directionsHistory
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
J is the sole member/owner of Knight Chow Construction Services, LLC, dedicating about 10-20% of their time. J is also an insurance agent as a sole proprietor, spending a few hours per week. Finally, J is an agent for Cross Fire IQ, LLC, a business support service, spending about 10-20% of their time.
Employment History
Current Registrations
Winston Paul Capital Management, INC.
Previous Registrations
Research Financial Strategies
Winston Paul Capital Management, INC.
Rsm Mcgladrey, INC.
H. Beck, INC.
H. Beck, INC.
State Registrations2 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.