A complete list of active advisors currently associated with Knecht Capital Management, LLC
Warmer can help you find a great advisor at Knecht Capital Management, LLC or one who fits your needs even better.
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).
To learn more about the advisors currently working at Knecht Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Napa, CA
| 26
|
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