Kyle Knigge is a CFA-designated registered investment advisor at Columbia Advisory Partners, LLC, based in Spokane, WA, with 18 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 631 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable. Clients may also choose to enroll in the Manager Marketplace service, which provides access to actively managed investment strategies for an additional annual fee of up to 0.50% of the assets invested in any given model.
Fee Estimator
Location
6501 N Cedar Road, Building 4, Suite C, Spokane, WA, 99208
Get directionsHistory
Regulatory History (1)
Criminal
December 2005Other Business Activities
Kyle owns a rental property and receives no commission from it. He dedicates minimal time to this activity.
Employment History
Current Registrations
Columbia Advisory Partners, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Meridian Capital Management, LLC
Ten Capital Investment Advisors, LLC
Icm Asset Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.