Black Knight Wealth Management, LLC
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
About This Firm
Black Knight Wealth Management, LLC offers ongoing portfolio management services based on individual client goals and risk tolerance. Financial planning services include investment, life insurance, tax, retirement, education, and debt/credit planning. They also coordinate with clients' other advisors and track their overall financial picture.
Fee Structure
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
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
Location
TX, United States