Michael Knittel
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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,433 clients with $370M 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 $10.0M | 1.00% |
| $10.0M - $30.0M | 0.90% |
| $30M+ | 0.75% |
In the Adviser’s discretion, accounts may be charged lower rates than stated in the above fee schedule and smaller accounts (under $500,000) may be charged a higher fee rate.
Fee Estimator
Location
1264 Hawks Flight Ct, Suite 290, El Dorado Hills, CA, 95762
Get directionsHistory
Regulatory History (4)
Regulatory
January 2023Regulatory
January 2022Civil
June 2020Customer Dispute
June 2008Other 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
Previous Registrations
Fortune Financial Services, INC.Broker
Lagunitas Asset Management, LLC
J.W. Cole Financial, INC.Broker
Financial Advisers of America, LLCBroker
Concert Wealth Management
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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.