Knightsbridge Wealth Management

Fee-Only (% of Portfolio)

Knightsbridge Wealth Management provides investment advisory services, including discretionary investment management, to individuals and institutions. Knightsbridge offers financial planning advice as a courtesy to its clients. Clients can access Knightsbridge’s investment advisory services through sub-advisory relationships or wrap fee programs. Knightsbridge also manages a private fund.

Assets Under Management$830M
Clients508
Advisors10
Avg. per Client$1.6M
Avg. per Advisor$83M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

Knightsbridge charges a percentage of your portfolio each year, up to a maximum of 1.5%. The specific rate is detailed in your investment management agreement. Fees are calculated quarterly based on the value of your portfolio.

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Location

10 Advisors at this firm