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Katrina Robertson

Black Knight Wealth Management, LLC
19 Years of Experience
Hot Springs, AR
Sells Insurance
View SEC Summary
View SEC Summary

Katrina Robertson is a registered investment advisor at Black Knight Wealth Management, LLC, based in Hot Springs, AR, with 19 years of industry experience. Katrina 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.

Black Knight Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
444 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$539.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M2.00%
$1.5M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5.0M - $10.0M1.00%
$10M+1.00%

Fees are generally negotiable. Rates for amounts over $10,000,000 are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

340 Ouachita Ave, Ste. 2E, Hot Springs, AR, 71913

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History

Regulatory 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.

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Other Business ActivitiesSells Insurance

Katrina is an insurance agent selling fixed insurance products, an author, and a public speaker. She also owns rental properties through Phoenix Rising Properties, LLC.

Employment History
Current Registrations
Black Knight Wealth Management, LLC
October 2024 - Present · 2 yrs
Previous Registrations
Strongtower Wealth Management, Plc
April 2018 - September 2024 · 6 yrs 5 mos
G. A. Repple & Company
August 2007 - April 2018 · 10 yrs 8 mos
G. A. Repple & CompanyBroker
July 2007 - April 2018 · 10 yrs 9 mos
State Registrations3 states
ARLATX
Advisor

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
No exam information available for this advisor.
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