Malissa Mcnanna
Malissa Mcnanna is a registered investment advisor at Black Knight Wealth Management, LLC, based in Frisco, TX, with 4 years of industry experience. Malissa 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
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
Malissa works as a marketer for Vision Advisors, Inc. since 2015, spending full-time hours recruiting agents, conducting product training, and providing sales support for annuity and life insurance products.
Employment History
Current Registrations
Black Knight Wealth Management, LLC
Previous Registrations
Optivise Advisory Services LLC
Optivise Advisory Services LLC
Onpointe Advisory and Financial Services, LLC
State Registrations1 state
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