Heather Knuff is a CFA-designated registered investment advisor at Knuff & Company LLC, based in Foster City, CA, with 5 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 28 clients with $380M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Location
950 Tower Lane, Suite 1525, Foster City, CA, 94404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Knuff & Company LLC
State Registrations1 state
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