Knecht Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$113,949,915
Clients
102
Advisors
1
of 1 employees
About
The firm is a single-advisor, SEC-registered independent investment adviser managing approximately $116 million for about 102 clients, serving individuals and high-net-worth clients as well as trusts, estates, charitable organizations, corporations and employer retirement plans. It offers asset management and comprehensive portfolio management, standalone financial planning and consulting, and retirement plan consulting for plan sponsors (including ERISA-related and participant education services).
Portfolios are tailored and may include individual stocks, bonds, ETFs, options, mutual funds and private securities, with continuous monitoring and periodic rebalancing; the firm describes using fundamental, technical, quantitative and sector analyses and applies duration constraints in its fixed-income work. The brochure discloses the firm may use borrowing (margin) in separately managed accounts, uses options and short- and long-term strategies, and bills advisory fees on margin positions — a practice that can create a financial incentive to use leverage.
Distinctive features relative to similar solo independent advisers include an active retirement plan/pension consulting practice and serving charitable organizations and pension or profit-sharing plans, all noted in the firm’s disclosure of plan-sponsor services and ERISA fiduciary acknowledgements. The firm’s representatives are dually registered with a broker-dealer and are licensed insurance agents/brokers — which the brochure identifies as creating potential conflicts and limits on available custodial platforms and investment vehicles — and the firm also offers several atypical planning services (for example, cost segregation studies, corporate-structure and lines-of-credit evaluations).
Client services
Expertise
Fee options
Retirement Plan Consulting may be charged a flat fee basis; Financial planning requires a retainer 50% of fee, not exceeding $500 when services cannot be rendered within 6 months.
$0 - $1,000,000: 1.00% Over $1,000,001+: 0.50% $0 - $250,000: 1.45% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,500,000: 0.65% Over $2,500,001+: 0.45%
Financial Planning & Consulting hourly fees up to $300/hour; Retirement Plan Consulting may be hourly
Account minimum: $50,000 Minimum fee: Financial planning and consulting generally assessed a minimum fee of $1,200 Fee-only: Financial Planning & Consulting charged hourly up to $300/hour; Retirement Plan Consulting charged hourly, flat fee or % of plan assets, not to exceed 1.00%
Main office
Napa CA
Advisors at this office
1
Most active in
California
Also doing business as
Knecht Capital Management · Knecht Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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