Advisor at Knight of California LLC
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Billy Potter is a Series 65-licensed financial advisor with Knight of California LLC, where he has worked since 2007. He has nine years of industry experience and operates as the sole advisor at his independent firm based in Carmel, California. Knight of California LLC provides discretionary portfolio management and ongoing financial advice primarily to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis alongside modern portfolio theory, recommending mutual funds and ETFs while utilizing risk-management tools such as margin, option writing, and significant cash allocations.
$0 - $2,000,000: 1.25% (accepted at firm's discretion for accounts below $2,000,000) $2,000,000 - $5,000,000: 1.25% $5,000,000 - $15,000,000: 1.00% $15,000,000+: 0.85%
Account minimum: $2,000,000 (may be waived at firm's discretion)
Carmel, CA
California · Kentucky
Knight of California LLC
2007 - Present (19 years)
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