KK
KK
Kyle Knopp is a registered investment advisor at Bluewater Asset Management, based in Jupiter, FL, with 7 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees may be negotiated at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Jupiter, FL
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2022Employment History
Current Registrations
Bluewater Asset Management
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Atlantic Wealth Partners, LLC
March 2022 - December 2022 · 9 mos
Hbks Wealth Advisors
July 2021 - January 2022 · 6 mos
Purshe Kaplan Sterling InvestmentsBroker
July 2021 - January 2022 · 6 mos
Blackridge Asset Management, LLC
January 2020 - July 2021 · 1 yr 6 mos
Peak Brokerage Services, LLCBroker
January 2020 - July 2021 · 1 yr 6 mos
National Asset Management, INC.
September 2019 - December 2019 · 3 mos
National Securities CorporationBroker
September 2019 - December 2019 · 3 mos
Planmember Securities Corporation
March 2019 - September 2019 · 6 mos
Planmember Securities CorporationBroker
March 2019 - September 2019 · 6 mos
Lincoln Investment
June 2018 - March 2019 · 9 mos
Lincoln InvestmentBroker
April 2018 - March 2019 · 11 mos
AXA Advisors, LLCBroker
November 2016 - April 2018 · 1 yr 5 mos
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.