Knightsbridge Wealth Management

Knightsbridge Asset Management, LLC, operating as Knightsbridge Wealth Management, is an independent, employee-owned investment advisory firm established in 1998 by John Prichard, CFA. The firm offers a wrap fee program for retail clients, managing investments in various securities such as stocks, bonds, REITs, and mutual funds. The maximum annual fee for the program is 1.5%, with additional charges for transactions, wire fees, and other miscellaneous costs. Knightsbridge acts as both the sponsor and sole portfolio manager for the program. Clients must have a minimum account size of $500,000, which may be waived at the firm's discretion. The firm follows an active investment approach, offering strategies like Opportunistic Value Equity, Long Term Quality Equity, Managed Income, and Balanced portfolios. Investment decisions are based on fundamental and technical analysis, asset allocation, and sector selection. Knightsbridge emphasizes risk management and aims to deliver attractive risk-adjusted returns. Clients are encouraged to keep the firm informed of any changes in their financial situation or goals. Knightsbridge does not vote proxies on behalf of clients and has no restrictions on client contact with portfolio managers. The firm has no disciplinary history and discloses its participation in a private fund. Knightsbridge's brokerage practices include aggregating orders for best execution and allocating trades fairly among clients. The firm conducts regular account reviews and provides detailed quarterly reports to clients. Knightsbridge may compensate promoters who refer clients to the firm, following regulatory requirements. The firm does not require prepayment of fees and maintains a strong financial position.