Jonathan Melehan

Black Knight Wealth Management, LLC

10 Years of Experience

1 Disclosure

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Black Knight Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

387 clients

Average Client Portfolio

$620K average

Assets Under Management

$240.0M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

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. Using the previous tier's fee percentage as a starting point for negotiation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Frisco, TX

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History

Regulatory History (1)

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Employment Separation After Allegations

October 2018

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Other Business Activities

Jonathan owns Black Creek Consulting LLC, where he provides sales consulting to investment firms.

Employment History

Current Registrations

Black Knight Wealth Management, LLC

November 2020 - Present · 5 yrs 3 mos

Previous Registrations

Morgan Stanley

February 2014 - November 2018 · 4 yrs 9 mos

Morgan StanleyBroker

March 2013 - November 2018 · 5 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.