Earl Knecht
Earl Knecht is a CFP-designated registered investment advisor at Knecht Capital Management, LLC, based in Napa, CA, with 25 years of industry experience. Earl 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 110 clients with $96M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
This fee schedule is for Asset Management services. Comprehensive Portfolio Management (includes financial planning) has a different fee schedule: 1.45% on the first $250,000, 1.25% on $250,001-$500,000, 0.85% on $500,001-$1,000,000, 0.65% on $1,000,001-$2,500,000, and 0.45% over $2,500,001. Fees are negotiable.
Fee Estimator
Location
Napa, CA
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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
Earl does simple tax preparation for family, friends, and some LPL clients, dedicating minimal time. He also processes fixed insurance business and teaches in the business department at Pacific Union College about 10-20% of his time. Earl spends nearly full-time providing investment advisory services through Knecht Capital Management LLC.
Employment History
Current Registrations
Knecht Capital Management, LLC
LPL Financial LLCBroker
Previous Registrations
Napa Valley Wealth Management
Cetera Advisor Networks LLC
Napa Valley Wealth Management
Cetera Advisor Networks LLCBroker
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
State Registrations12 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.