Black Knight Wealth Management provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Black Knight Wealth Management creates a customized investment policy statement for every client and evaluates current holdings to build diversified portfolios using mutual funds, exchange-traded funds, equities, fixed income securities, real estate investment trusts, insurance products, and private equity funds. In addition to investment management, Black Knight Wealth Management offers financial planning covering retirement, taxes, insurance, education funding, and debt management. The firm also coordinates with outside professionals such as attorneys, tax advisors, and insurance specialists to manage clients' complete financial pictures, including trusts and business entities. Black Knight Wealth Management operates through several business names, including Bow Tie Wealth Management, Canadian River Wealth Management & Consulting, Opulence Advisors Group, OIC Capital, and Phoenix Rising Wealth 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.