Assets Under Management
$240.0M
Number of Clients
387
Number of Advisors
12
Average Client AUM
$620K
AUM per Advisor
$20.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Black Knight Wealth Management, LLC provides ongoing portfolio management services based on client goals and risk tolerance. They also offer financial planning, including investment, tax, insurance, retirement, education, and debt/credit planning. They tailor services to individual client needs and may use model allocations.
| Assets Under Management | 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 negotiable for amounts over $10,000,000. Using the previous tier's fee percentage as a starting point for negotiation.
TX, United States