Saxon Knight
Saxon Knight is a CFA, CFP-designated registered investment advisor at Skg Capital Advisors, LLC, based in Albuquerque, NM, with 17 years of industry experience. Saxon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 277 clients with $130M 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 $1.5M | 1.35% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.50% |
Fees may be negotiable. Householding of accounts results in lower fee calculation.
Fee Estimator
Location
5700 Harper Dr NE, Suite 100, Albuquerque, NM, 87109
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
Saxon is an insurance agent with Ron Sklar and Associates, LLC since 2011, offering long-term care insurance. This requires minimal time.
Employment History
Current Registrations
Skg Capital Advisors, LLC
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations4 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.