Christopher Knight
Christopher Knight is a CFP-designated registered investment advisor at Cornerstone Wealth Planning, based in Charlotte, NC, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 409 clients with $490M 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 $500K | 1.25% |
| $500K+ | 0.95% |
Fees are annual. For clients where Cornerstone Planning employs AE Wealth Management for investment management services, fees are charged monthly in arrears, based on the monthly average daily balance of the account. Advisory fees and account minimums may be negotiable based upon prior relationships as well as related account holdings.
Fee Estimator
Location
7810 Ballantyne Commons Parkway, Suite 200, Charlotte, NC, 28277
Get directionsHistory
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
Christopher is the co-executive director of the Men of Courage Foundation, dedicating about 10-20% of his time to this activity. He is also licensed to sell life and health insurance, which takes minimal time, and receives additional compensation for these sales.
Employment History
Current Registrations
Cornerstone Wealth Planning
Previous Registrations
Asset Dedication, LLC
Ronald Blue & CO. LLC
State Registrations2 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.