Jeremy Knight is a registered investment advisor at Leo Wealth, LLC, based in Lubbock, TX, with 8 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,714 clients with $3.2B 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
11903 Frankford Ave. Suite 200, Lubbock, TX, 79424
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
Jeremy is the sole member of Barklee Financial Group, LLC, providing tax and accounting services, dedicating about 10-20% of his time. He also owns Knight Animal Wellness, PLLC (veterinary services, currently inactive) and is the managing director of Knight Time Holdings, LLC (vending machine company, minimal time), and is an independent licensed insurance agent selling life and health insurance.
Employment History
Current Registrations
Leo Wealth, LLC
Leo Brokerage, LLCBroker
State Registrations1 state
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