Holly Knight
Holly Knight is a registered investment advisor at Alera Investment Advisors, LLC, based in Hollis, NH, with 6 years of industry experience. Holly 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 3 more. Their firm serves 2,466 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees typically range from 0.25% to 1.50% depending on portfolio size, investment strategy, and complexity. Fees are negotiable.
Fee Estimator
Location
Hollis, NH
Get directionsHistory
Regulatory History (1)
Criminal
July 1992Other Business Activities
Holly is the vice-chair of the board of trustees for MicroSociety Academy Charter School, an experiential K-8 charter school. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Alera Investment Advisors, LLC
Previous Registrations
NFP Retirement INC.
Lion Street Advisors, LLC
Edward Jones
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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