RK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
387 clients
Average Client Portfolio
$620K average
Assets Under Management
$240.0M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:Up to $10,000
Hourly Rate:Up to $350/hr
Black Knight Wealth Management charges a percentage of your assets under management. The rate is negotiable, but can be up to 2.00% on the first $1,500,000. Financial planning fees are up to $10,000 for fixed fees or up to $350 per hour for hourly fees. Personal service fees are negotiable. Clients are responsible for third-party fees. Clients may terminate the agreement within five business days for a full refund.
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningTax PlanningHigh Net Worth
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Advisor Information
Office location
Overland Park, KS
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Black Knight Wealth Management, LLC
January 2025 - Present · 1 yr
Previous Registrations
Black Knight Wealth Management, LLC
December 2021 - December 2024 · 3 yrs
Optivise Advisory Services LLC
January 2021 - February 2021 · 1 mo
Optivise Advisory Services LLC
January 2020 - December 2020 · 11 mos
Foresight Investment Advisors, LLC
August 2018 - February 2020 · 1 yr 6 mos
Center Street Advisors, INC.
November 2017 - September 2018 · 10 mos
Onpointe Advisory and Financial Services, LLC
April 2015 - November 2017 · 2 yrs 7 mos
High Street Asset Management, LLC
February 2012 - April 2015 · 3 yrs 2 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.