Knight and Company Wealth Advisors (KCWA) manages investment portfolios for individuals, trusts, retirement plans, charities, and businesses. KCWA works with clients to determine investment objectives and create an asset allocation model. KCWA primarily recommends portfolios of passively managed asset class and index mutual funds. KCWA also consults with clients on financial areas including income and estate tax planning, college financial planning, and retirement planning.
Assets Under Management$53M
Clients41
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$3,125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees may be negotiable. A separate minimum of $500,000 is generally required for management services of portfolios of individual fixed income securities.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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