James Knight is a registered investment advisor at Family Wealth Advisors, based in Farmington, UT, with 14 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 77 clients with $45M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Existing client relationships may have higher or lower fees than the current schedule.
Fee Estimator
Location
670 West Shepard Lane, Suite 101, Farmington, UT, 84025
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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 Activities
James owns a 50% interest in East Meadows Homes, LLC, which manages a mobile home park and owns shares in Land Solutions Partners-East Meadows, LLC. James spends approximately 60 hours per month as a managing partner in this business, which solicited investments from both FWA clients and non-clients.
Employment History
Current Registrations
Family Wealth Advisors
State Registrations1 state
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.
Exams
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