Kirk Knight
Kirk Knight is a CFP, PFS-designated registered investment advisor at Knight and Company Wealth Advisors, LLC, based in Los Altos, CA, with 16 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 41 clients with $53M 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 - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees may be negotiable. A separate minimum of $500,000 is generally required for management services of portfolios of individual fixed income securities.
Fee Estimator
Location
425 First Street, Suite A, Los Altos, CA, 94022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kirk is a CPA with Knight & Company Certified Public Accountants, Inc. since 1985, providing a full range of accounting services and devoting nearly full-time hours to the firm. Kirk is also a part-time manager at a small almond orchard.
Employment History
Current Registrations
Knight and Company Wealth Advisors, LLC
Previous Registrations
Concert Wealth Management
State Registrations1 state
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