Jonathan Melehan
Jonathan Melehan is a registered investment advisor at Black Knight Wealth Management, LLC, based in Frisco, TX, with 11 years of industry experience. Jonathan 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
Frisco, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2018Other Business Activities
Jonathan owns Black Creek Consulting LLC, where he provides sales consulting to investment firms.
Employment History
Current Registrations
Black Knight Wealth Management, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
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.