Tanner Dallas
Tanner Dallas is a registered investment advisor at Black Knight Wealth Management, LLC, based in St. Charles, MO, with 2 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 387 clients with $240M 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 negotiable for amounts over $10,000,000. The fee is calculated using the value of the assets in the Account on the last business day of the prior billing period.
Fee Estimator
Location
105 N. Main Street, St. Charles, MO, 63301
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 ActivitiesSells Insurance
Tanner has ownership stakes in several dormant businesses including pizza restaurants and fitness franchises. Tanner also operates under the DBA Modern Wealth Solutions to sell New York Life products and services.
Employment History
Current Registrations
Black Knight Wealth Management, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
PFS Investments INC.Broker
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.