Natalie Knight
Natalie Knight is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in St. Thomas, VI, with 8 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 6,885 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOIS offers investment management through third-party money managers and its own managed account services.
Third-Party Money Managers: Fees are a percentage of your portfolio, paid to the third-party manager, who then pays a portion to MOIS. MOIS's portion will not exceed 1.25%.
MOIS Managed Account Services: Fees are based on a percentage of your portfolio. The annual fee will not exceed 1.25% for Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), or Unified Managed Accounts (UMA). The annual fee will not exceed 2.25% for Advisor as Portfolio Manager (APM) accounts. Fees are billed quarterly in advance.
Location
8124 Subbase Ste. 102, St. Thomas, VI, 00802
Get directionsHistory
Regulatory History (2)
Judgment / Lien
September 2024Financial
July 2017Other Business ActivitiesSells Insurance
Natalie is contracted with IdentoGo for TSA Precheck and is an insurance agent selling life, health, and annuity products, dedicating full-time hours to this. She also owns an insurance shop selling property and casualty insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations3 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.