Michael Mcknight
Michael Mcknight is a CFA-designated registered investment advisor at Charles Schwab & CO., INC., based in Philadelphia, PA, with 14 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
1650 Market Street, Suite 102, Philadelphia, PA, 19103-7301
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 →Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations16 states
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
More Advisors
- Hasib Amani, CFPCharles Schwab & CO., INC.
- Brian Fitzsimmons, CFPCharles Schwab & CO., INC.
- Eric Richman, CFPCharles Schwab & CO., INC.
- Jamie Hopkins, CFP, ChFCBryn Mawr Trust Advisors, LLC
- David Gradzki, CFPRoffman Miller Associates INC
- Trevor Hickman, CFPAdvice and Planning Services