Knightsbridge Wealth Management is an independent, employee-owned registered investment advisor headquartered in Newport Beach, California, managing portfolios for individuals, high-net-worth clients, trusts, estates, and institutions. Knightsbridge focuses on building low-cost, tax-efficient investment portfolios using strategies such as opportunistic value equity, long-term quality equity, managed income, and balanced asset allocations. The firm provides discretionary investment management services, designing, implementing, and continually monitoring client accounts, while also offering financial planning advice as a courtesy. Knightsbridge requires a minimum account size of $500,000, though family accounts can be combined to meet this minimum and the firm retains discretion to reduce or waive it.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Maximum annual fee is 1.5%. Fees are negotiable, and may be reduced or waived for employees and family members, or vary based on promoter arrangements or declining fee schedules. Third-party wrap program fee is 0.50%. Private fund charges a 1.5% annual management fee or 12.5% performance profit allocation.