James Knight is a registered investment advisor at Family Wealth Advisors, based in Farmington, UT, with 32 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 93 clients with $44M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Existing client relationships may have higher or lower fees.
Fee Estimator
Location
670 West Shepard Lane, Ste 101, Farmington, UT, 84025-3936
Get directionsHistory
Regulatory History (1)
Criminal
November 1980Other Business Activities
James is the sole owner of F.W.A. Realty and occasionally represents clients in real estate transactions. He also owns a 50% interest in East Meadows Homes, LLC and an 11.2% interest in Land Solutions Partners-East Meadows, LLC, spending about 10-20% of his time as a managing partner.
Employment History
Current Registrations
Family Wealth Advisors
Previous Registrations
Physician Financial Services, 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.