Richard Kagy
Richard Kagy is a registered investment advisor at Black Knight Wealth Management, LLC, based in Overland Park, KS, with 13 years of industry experience. Richard 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
Overland Park, KS
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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 →Employment History
Current Registrations
Black Knight Wealth Management, LLC
Previous Registrations
Black Knight Wealth Management, LLC
Optivise Advisory Services LLC
Optivise Advisory Services LLC
Foresight Investment Advisors, LLC
Center Street Advisors, INC.
Onpointe Advisory and Financial Services, LLC
High Street Asset Management, LLC
State Registrations1 state
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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