Black Knight Wealth Management (BKWM) provides ongoing portfolio management based on individual client goals and risk tolerance. BKWM creates an Investment Policy Statement for each client and seeks discretionary authority to execute transactions. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. BKWM also offers personal services, coordinating with attorneys, tax advisors, and insurance advisors.
Assets Under Management$240M
Clients387
Advisors12
Avg. per Client$620K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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