Advisor at SKG Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SKG Capital Advisors, LLC
Location
Albuquerque, NM 87109
Credentials
CFP®, CFA®, Series 63, Series 65
Industry experience
17 years
Saxon Knight is a CFP® and CFA® with 17 years of industry experience. He is a principal at SKG Capital Advisors, LLC in Albuquerque, NM, and has worked at Sklar Capital Advisors since 2017, as well as SSN Advisory Inc. and Securities Service Network since 2011. Knight is also licensed as an insurance agent offering long-term care products through a separate business. SKG Capital Advisors serves individuals, corporations, small businesses, and retirement plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes wrap-fee program delivery, combining customized wealth management and an automated ETF-based platform with features like automatic rebalancing and tax-loss harvesting.
Based on SKG Capital Advisors, LLC
Based on SKG Capital Advisors, LLC
$50,000 - $1,499,999: 1.35% annually $1,500,000 - $2,999,999: 1.25% annually $3,000,000 - $4,999,999: 1.15% annually $5,000,000 - $9,999,999: 0.95% annually $10,000,000+: 0.50% annually
Account minimum: $50,000 Minimum fee: Minimum annualized fee of $675 for Wrap Fee Program Fee-only: Wrap Fee Program fees as tiered above, Institutional Intelligent Portfolios at 0.95% annually, Pension Consulting at 0.5% annually, American Funds Class F-2 shares at 0.50% annually
6757 Academy Road, Ne, Suite A
Albuquerque, NM 87109
Arizona · California · New Mexico · Texas
Sklar Capital Advisors
2017 - Present (9 years)
SSN Advisory Inc.
2011 - Present (15 years)
Securities Service Network
2011 - Present (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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CERTIFIED FINANCIAL PLANNER™ | Financial Architect for Life’s Key Milestones As a CERTIFIED FINANCIAL PLANNER™ with a rich history in the investment management industry, I specialize in guiding individuals through some of life’s most pivotal transitions. Whether you're navigating the emotional and financial intricacies of estate organization and the loss of a loved one, preparing for a successful and secure retirement through strategic investment and tax planning, or seeking the best higher education opportunities for your children, I offer tailored financial solutions to help you achieve your goals. With over 25 years of experience in business-to-business engagements, I bring a deep understanding of financial strategies, ensuring that my clients are prepared for every phase of life. My background is supported by a strong foundation in finance, having earned my Bachelor’s Degree from Montana State University-Bozeman, as well as completing the rigorous CFP curriculum through the Boston Institute of Finance. I hold several professional licenses that empower me to provide comprehensive, holistic financial guidance. Let’s work together to build a financial plan that not only protects your present but also secures your future.
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