Henry Basra is a registered investment advisor at Knight Family Wealth, based in Naples, FL, with 1 years of industry experience. Henry 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. Their firm serves 21 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
999 Vanderbilt Beach Road, Road #707, Naples, FL, 34108
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Regulatory History (1)
Criminal
October 2004Employment History
Current Registrations
Knight Family Wealth
State Registrations1 state
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