Katrina Robertson
Katrina Robertson is a registered investment advisor at Black Knight Wealth Management, LLC, based in Hot Springs, AR, with 18 years of industry experience. Katrina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 387 clients with $240M 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 $1.5M | 2.00% |
| $1.5M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for amounts over $10,000,000. The fee is calculated using the value of the assets in the Account on the last business day of the prior billing period.
Fee Estimator
Location
340 Ouachita Ave, Ste. 2E, Hot Springs, AR, 71913
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Katrina is an insurance agent selling fixed insurance products, an author, and a public speaker. She also owns rental properties through Phoenix Rising Properties, LLC.
Employment History
Current Registrations
Black Knight Wealth Management, LLC
Previous Registrations
Strongtower Wealth Management, Plc
G. A. Repple & Company
G. A. Repple & CompanyBroker
State Registrations3 states
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.