David Knight
David Knight is a CFP-designated registered investment advisor at Signature Equity Partners, LLC, based in Traverse City, MI, with 12 years of industry experience. David 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 4 more. Their firm serves 1,056 clients with $330M 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 | 1.75% |
Fees typically range between 0.25% and 1.75% of assets per year, and are negotiable based on the nature and complexity of services, account size, and asset allocation.
Fee Estimator
Location
13300 S. West Bayshore Drive, Suite B-1, Traverse City, MI, 49684
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
David is an independent insurance agent with SPWM Insurance Agency LLC since December 2023. This activity, which is not investment related, takes about 10-20% of his time.
Employment History
Current Registrations
Signature Equity Partners, LLC
Previous Registrations
Stonepath Wealth Management
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
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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