Advisor at Black Knight Wealth Management, LLC
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Firm
Black Knight Wealth Management, LLC
Location
Hot Springs, AR
Credentials
Series 65
Industry experience
4 years
Malissa Mc Nanna is a financial advisor with Black Knight Wealth Management, LLC and holds a Series 65 designation. She has four years of industry experience and has previously worked at Optivise Advisory Services, LLC, OnPointe Advisory and Financial Services LLC, and Vision Advisors, Inc. Outside of her advisory role, she is involved with Vision Advisors, Inc., where she recruits agents, conducts product training, and provides sales support for annuity and life insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis while reviewing portfolios monthly.
Based on Black Knight Wealth Management, LLC
Based on Black Knight Wealth Management, LLC
Financial planning fixed fees up to $10,000, negotiable.
$0 - $1,500,000: 2.00% $1,500,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable
Some supervised persons accept commissions for sale of insurance and securities products; disclosed conflicts of interest.
Up to $350 per hour for financial planning services, negotiable.
Fee-only: Asset-based fees negotiable; typical fee tiers as listed above.
Hot Springs, AR
Arkansas
Black Knight Wealth Management, LLC
2023 - Present (3 years)
Optivise Advisory Services, LLC
2019 - 2021 (2 years)
OnPointe Advisory and Financial Services LLC
2017 - 2017 (1 year)
Vision Advisors, Inc.
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Hot Springs Village, AR
JWL & Associates, Inc.
Series 66
Hot Springs, AR
New Horizon Asset Management
CFP®, CFA®, Series 66
Hot Springs, AR
Good Life Wealth Management LLC
Series 63, Series 65
Hot Springs, AR
Foresight Investment Advisors, LLC
Series 63, Series 65
Hot Springs, AR
Zeiser Wealth Management LLC
Series 63, Series 65
Hot Springs Village, AR
Hot Springs Asset Management, Inc.
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