Knight Financial Investments offers personalized investment advice and manages investment portfolios for individuals and high net worth individuals. They work with clients to determine their investment goals, time horizon, and risk tolerance, then create a customized investment strategy. They monitor portfolios and make adjustments as needed based on market conditions and changes in the client's financial situation.
Assets Under Management$13M
Clients39
Advisors2
Avg. per Client$330K
Avg. per Advisor$6.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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