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Michael Knittel

Arrowroot Family Office, LLC
26 Years of Experience
El Dorado Hills, CA
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Michael Knittel is a registered investment advisor at Arrowroot Family Office, LLC, based in El Dorado Hills, CA, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,415 clients with $430M in assets under management.

Arrowroot Family Office, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,415 clients
Average Client Portfolio
$304K average
Assets Under Management
$430.7M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $30.0M0.90%
$30M+0.75%

Smaller accounts under $500,000 may be charged a higher fee rate, and fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1264 Hawks Flight Ct, Suite 290, El Dorado Hills, CA, 95762

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2023
Final
Regulatory
January 2022
Final
Civil
June 2020
Final
Customer Dispute
June 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is a licensed insurance agent and may offer clients advice or products from those activities, which presents a conflict of interest. He is also a minority partner in Winning Streak Ventures, GP, holding a 21% non-controlling stake, with compensation contingent on the exit of private companies in Winning Streak Ventures Fund I.

Employment History
Current Registrations
Arrowroot Family Office, LLC
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Fortune Financial Services, INC.Broker
January 2015 - December 2021 · 6 yrs 11 mos
Lagunitas Asset Management, LLC
June 2013 - June 2022 · 9 yrs
J.W. Cole Financial, INC.Broker
May 2013 - January 2015 · 1 yr 8 mos
Financial Advisers of America, LLCBroker
November 2010 - May 2013 · 2 yrs 6 mos
Concert Wealth Management
November 2010 - June 2013 · 2 yrs 7 mos
RBC Capital Markets, LLC
June 2008 - November 2010 · 2 yrs 5 mos
RBC Capital Markets, LLCBroker
May 2008 - November 2010 · 2 yrs 6 mos
Wachovia Securities, LLCBroker
January 2008 - June 2008 · 5 mos
Wachovia Securities, LLC
January 2008 - June 2008 · 5 mos
A. G. Edwards & Sons, INC.
March 2001 - January 2008 · 6 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
September 1999 - January 2008 · 8 yrs 4 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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