Overview

Headquarters
Pepper Pike, OH
Total Firm Assets
$127 million
Average High-Net-Worth Client Portfolio Size
$3.2 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: 2 KNIGHTS WEALTH MANAGEMENT BROCHURE (2026-04-17) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,500,000 1.00%
$2,500,001 $5,000,000 0.75%
$5,000,001 $25,000,000 0.60%
$25,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $43,750 0.88%
$10 million $73,750 0.74%
$50 million $288,750 0.58%
$100 million $538,750 0.54%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
85.54%
Number of High-Net-Worth Clients
34
Total Client Accounts
62
Discretionary Accounts
58
Non-Discretionary Accounts
4

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
307238
  • 2 KNIGHTS WEALTH MANAGEMENT BROCHURE (2026-04-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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