Gael Knight
Gael Knight is a PFS-designated registered investment advisor at Knight and Company Wealth Advisors, LLC, based in San Jose, CA, with 16 years of industry experience. Gael 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
3150 Almaden Expressway, Suite 103, San Jose, CA, 95118
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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
Gael is a CPA with The Gael Knight Company Certified Public Accountants, Inc. since 2015, providing a full range of accounting services including tax preparation. He dedicates approximately 125 hours per month to this accounting firm, with 66 of those hours occurring during securities trading hours.
Employment History
Current Registrations
Knight and Company Wealth Advisors, LLC
Previous Registrations
Concert Wealth Management
State Registrations1 state
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