Dennis Berry
Dennis Berry is a registered investment advisor at Black Knight Wealth Management, LLC, based in Hot Springs, AR, with 27 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 444 clients with $540M 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 generally negotiable. Rates for amounts over $10,000,000 are fully negotiable.
Fee Estimator
Location
340 Ouachita Ave, Ste 2-B, Hot Springs, AR, 71901
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 Activities
Dennis owns C&D Bushogging, mowing vacant lots for neighbors and spending minimal time on it after business hours. He also volunteers as a board member for two non-profit organizations, The CALL and Sunshine Therapy Riding Center.
Employment History
Current Registrations
Black Knight Wealth Management, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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