Knight Family Wealth offers personalized investment advice and financial planning to individuals, families, and businesses. Services include portfolio management, financial planning, advisory consulting, and family office services. They tailor their advice to your individual needs and goals, and may use sub-advisers to manage portions of your account. They also offer family office services through a digitized platform.
Assets Under Management$95M
Clients21
Advisors3
Avg. per Client$4.5M
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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