Advisor at Knight and Company Wealth Advisors, LLC
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Firm
Knight and Company Wealth Advisors, LLC
Location
Los Altos, CA 94022
Credentials
CFP®, PFS™
Industry experience
16 years
Kirk Knight is a CFP® and PFS™ with 15 years of experience in financial advising. He has been with Knight and Company Wealth Advisors, LLC since 2009 and also serves as a CPA at Knight & Company Certified Public Accountants, Inc., where he has worked since 1985. In addition to his professional roles, he manages a small almond orchard on a part-time basis. Knight and Company Wealth Advisors provides investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a passive, asset-class investment approach based on Modern Portfolio Theory, using diversified portfolios primarily comprised of passively managed mutual funds and ETFs, and offers integrated accounting relationships through affiliated CPA firms.
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
425 First Street, Suite A
Los Altos, CA 94022
California
Knight and Company Wealth Advisors, LLC
2009 - Present (17 years)
Knight & Company Certified Public Accountants, Inc.
1985 - Present (41 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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