How does the advisor help clients – Key Takeaways:
KNIGHT FAMILY WEALTH is dedicated to providing expert financial advice and guidance to clients seeking to maximize their wealth and achieve their financial goals. With a team of experienced advisors, KNIGHT FAMILY WEALTH offers a range of financial services tailored to each client’s unique needs and preferences. From managing assets to providing comprehensive financial planning, KNIGHT FAMILY WEALTH strives to help clients make informed and strategic decisions regarding their finances.
Facts and Insights
KNIGHT FAMILY WEALTH has been in the financial services industry for over 20 years, providing top-notch expertise and personalized service to clients. Their team includes a network of highly trained advisors who are knowledgeable in all aspects of wealth management. With a client-centric approach, KNIGHT FAMILY WEALTH aims to build long-term relationships based on trust and mutual success.
Assets Under Management, Number of Advisors and Time in Business:
In 2019, KNIGHT FAMILY WEALTH has reported over $500 million in assets under management. They currently have a team of 20 advisors, each with a wealth of experience in the financial industry. With over 20 years in business, KNIGHT FAMILY WEALTH has established themselves as a reputable and reliable source for financial advice and services.
Financial Services Offered
KNIGHT FAMILY WEALTH offers a comprehensive range of financial services, including wealth management, investment planning, retirement planning, tax planning, and estate planning. They also provide guidance and education on risk management, insurance solutions, and charitable giving strategies.
Client Types
KNIGHT FAMILY WEALTH caters to a diverse clientele, including individuals, families, business owners, and corporations. Their services are designed to meet the unique financial needs of each client, ensuring a personalized and tailored approach.
Fees & Compensation
KNIGHT FAMILY WEALTH operates on a fee-based model, meaning that they charge a percentage of assets under management as their compensation. This aligns their interests with those of their clients, as they only earn more when their clients’ assets grow. This fee structure also ensures transparency and eliminates potential conflicts of interest.
Background
KNIGHT FAMILY WEALTH is a registered investment advisor (RIA) and a fiduciary, meaning they are legally obligated to act in their clients’ best interests. This designation sets them apart from other financial advisors who may have different obligations and motivations such as earning commissions. KNIGHT FAMILY WEALTH considers this fiduciary responsibility as a core value of their business and strives to maintain the highest level of ethical standards in their services.
Financial Advisor Disclosures to Know
Before beginning a relationship with any financial advisor, it’s essential to understand any potential disclosures that may exist. Despite their commitment to transparency, KNIGHT FAMILY WEALTH does not have any disclosures to report at this time. Clients can feel confident in their partnership with KNIGHT FAMILY WEALTH knowing that their services are honest and in their best interest.