How does the advisor help clients – Key Takeaways:
Knightbridge Advisors, Inc. is a well-established financial advisory firm that provides personalized financial planning and investment management services to its clients. Their team of experienced advisors offers a comprehensive range of services to help individuals and families achieve their financial goals.
The firm takes a holistic approach to financial planning, considering all aspects of their clients’ financial lives including their short-term and long-term goals. The advisors at Knightbridge work closely with their clients to develop customized investment strategies tailored to their unique situations and objectives.
At Knightbridge, clients can expect to receive top-notch financial advice and support to help them make well-informed decisions about their investments and financial future.
Facts and Insights
Assets Under Management: As of the latest available data, Knightbridge manages over $500 million in assets on behalf of their clients.
Number of Advisors: Knightbridge has a team of 10 experienced advisors who work collaboratively to provide the best possible service to their clients.
Time in Business: Knightbridge was founded in 2003 and has over 18 years of experience in the financial industry.
Financial Services Offered
Knightbridge offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Planning
Client Types
Knightbridge works with a diverse group of clients, including:
- High-net-worth individuals
- Retirees
- Business owners
- Families
- Professionals
- Non-profit organizations
Fees & Compensation
Knightbridge is a fee-only advisory firm, which means they are compensated solely by their clients and do not receive any commissions or incentives for recommending specific products or services.
Their fees are based on a percentage of assets under management, which ensures that their interests are aligned with their clients’ goals and priorities. This fee structure also means that the firm’s revenue increases as their clients’ assets grow, further emphasizing their commitment to helping clients achieve their financial goals.
Background
Knightbridge Advisors, Inc. was founded in 2003 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. John’s vision was to create a client-centered firm that puts their clients’ interests first and provides unbiased and personalized financial advice.
Over the years, Knightbridge has grown into a successful firm with a strong reputation for their expertise and commitment to their clients’ success.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Knightbridge is held to high standards of fiduciary responsibility. This means that they are legally obligated to act in their clients’ best interests and disclose any potential conflicts of interest that may arise from their recommendations.
Knightbridge has a clean disciplinary record and is committed to maintaining their fiduciary duty to their clients.