WK
CFP
WK
CFP

William Thomas Knight

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
216 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$335.4M

Fee Structure

Minimum Investment:$300K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.90%
$500K - $1.0M0.85%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

5700 Corporate Drive, Suite 350, Pittsburgh, PA, 15237

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Legend Financial Advisors INC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Legend Financial Advisors INC
September 2010 - June 2019 · 8 yrs 9 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
William Thomas Knight - Financial Advisor | TrueAdvisor