Teresa Wagner is a CFP-designated registered investment advisor at Knightsbridge Wealth Management, based in Newport Beach, CA, with 3 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 508 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Knightsbridge charges a percentage of your portfolio each year, up to a maximum of 1.5%. The specific rate is detailed in your investment management agreement. Fees are calculated quarterly based on the value of your portfolio.
Location
450 Newport Center Dr, Suite 630, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Knightsbridge Wealth Management
State Registrations1 state
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