Knight of California LLC offers portfolio management services, providing ongoing financial advice and managing investments based on your individual needs and goals. They gather information through questionnaires and consultations to develop a tailored investment strategy. They monitor portfolio performance and rebalance as needed. To manage your account, they require discretionary authority to make trades without your prior approval.
Assets Under Management$13M
Clients14
Advisors1
Avg. per Client$900K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $15.0M | 1.00% |
| $15M+ | 0.85% |
Fees are 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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