Jason Knight
Jason Knight is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 27 years of industry experience. Jason 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 1 more. Their firm serves 33,099 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Jason sells non-variable insurance products including life, health, disability, and long-term care insurance, dedicating minimal time to this activity. He also provides investment advisory services through Great Valley Advisor Group, Inc. and operates Knight Wealth Management as a DBA for his LPL business, dedicating full-time hours to each.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Gaines Financial Group
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations5 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.