William Knapp
William Knapp is a registered investment advisor at Tcfg Investment Advisors, LLC, based in Calabasas, CA, with 27 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,344 clients with $580M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
23548 Calabasas Rd., Ste 107, Calabasas, CA, 91302
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2019Other Business ActivitiesSells Insurance
William provides income tax preparation services, spending about 10-20% of his time on this. He also works as an agent for various insurance companies, selling life insurance and annuities, which also takes about 10-20% of his time.
Employment History
Current Registrations
Tcfg Investment Advisors, LLC
Tcfg Wealth Management, LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
State Registrations20 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.