JK
JK

James Rodney Knight

32 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
93 clients
Average Client Portfolio
$478K average
Assets Under Management
$44.4M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5M+0.60%

Existing Client relationships may currently exist wherein the fees are higher or lower than the fee schedule above.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

670 West Shepard Lane, Ste 101, Farmington, UT, 84025-3936

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History

Regulatory History (1)
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Criminal
November 1980
Final Disposition
Other Business Activities

James is the sole owner of F.W.A. Realty and occasionally represents clients in real estate transactions. He also owns a 50% interest in East Meadows Homes, LLC and an 11.2% interest in Land Solutions Partners-East Meadows, LLC, spending about 10-20% of his time as a managing partner.

Employment History
Current Registrations
Family Wealth Advisors
February 2004 - Present · 22 yrs
Previous Registrations
Physician Financial Services, INC.
February 1993 - December 2003 · 10 yrs 10 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
James Rodney Knight - Financial Advisor | TrueAdvisor