Kurtis Knobbe
Kurtis Knobbe is a registered investment advisor at Bledsoe Asset Management, LLC, based in Phoenix, AZ, with 1 years of industry experience. Kurtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 341 clients with $190M 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 | 1.20% |
| $500K+ | 0.50% |
Generally, the minimum investment required in the BAM Asset Management Program is $50,000 and our minimum annual fee is per household is $600. Please note: you will pay a higher percentage annual fee than the 1.20% referenced above if your household account balance is less than $50,000.
Fee Estimator
Location
1500 E. Bethany Home Rd., Suite 100, Phoenix, AZ, 85014
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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
Kurtis works as a Fire Captain for the City of Phoenix Fire Department, dedicating nearly full-time hours to this role. He also holds an independent insurance license in Arizona since 2019, but is not actively selling insurance.
Employment History
Current Registrations
Bledsoe Asset Management, LLC
State Registrations1 state
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.