White Knight Strategic Wealth Advisors (WKSWA) offers financial planning and investment management services. Financial planning covers cash flow, risk management, investments, taxes, retirement, and estate planning. WKSWA manages investments on a discretionary basis, meaning they make trades without asking for approval each time. WKSWA may recommend other professionals like estate planning attorneys or tax advisors, but clients are not obligated to use them.
Assets Under Management$180M
Clients167
Advisors7
Avg. per Client$1.1M
Avg. per Advisor$26M
Fee Structure
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.45% |
Fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. WKSWA assesses a fee of 0.75% on assets managed through Pontera.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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