Advisor at Knight and Company Wealth Advisors, LLC
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Firm
Knight and Company Wealth Advisors, LLC
Location
San Jose, CA 95118
Credentials
PFS™, Series 65
Industry experience
16 years
Gael Knight is a financial advisor at Knight and Company Wealth Advisors, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he is a CPA and operates The Gael Knight Company Certified Public Accountants, Inc., providing a full range of accounting services including tax preparation. Knight and Company Wealth Advisors offers investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs an asset-class, passive investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios primarily composed of passively managed mutual funds and ETFs.
Based on Knight and Company Wealth Advisors, LLC
Based on Knight and Company Wealth Advisors, LLC
Flat fees typically range from $295 to $3,500 for certain limited-scope projects
$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000 - $9,999,999: 0.50%
$295 per hour for additional limited-scope services
Account minimum: $250,000 Minimum fee: $3,125 minimum fee for Investment Management Services, negotiable Fee-only: Investment advisory fees only, no commissions received by KCWA
3150 Almaden Expressway, Suite 103
San Jose, CA 95118
California
The Gael Knight Company Certified Public Accountants, Inc.
2015 - Present (11 years)
Knight and Company Wealth Advisors, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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