White Knight Strategic Wealth Advisors

Retirement Planning Firm in Pennington, NJ

Firm Info
Address: 100 Canal Pointe Blvd Suite 121, Princeton, NJ 08540, USA
Phone: (609) 945-1772

Firm Size
Assets Under Management: $132.5 million
# of Advisors: 7
# of Clients: 344
Client to Advisor Ratio: 49:1
Average Account Size: $385,046
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Performance-based Fees

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White Knight Strategic Wealth Advisors, LLC Overview

White Knight Strategic Wealth Advisors, LLC is a fee-based registered investment advisory firm headquartered in Princeton, NJ. The firm has been providing investment advice since 2019 and is managed by broker-dealer representatives. In addition, the firm also operates as an insurance broker/agent, which allows them to offer a range of holistic financial services to their clients. One of the primary services offered by White Knight Strategic Wealth Advisors is financial planning. Through their financial planning services, the firm helps clients identify their long-term goals and create comprehensive, personalized financial strategies aimed at achieving those goals. The firm's financial planning process also includes regular check-ins to ensure that their clients' plans are on track and aligned with their changing needs. In addition to financial planning, White Knight Strategic Wealth Advisors also offers portfolio management services for both individuals and small businesses. The firm's investment approach is focused on creating portfolios that are customized for each client's unique financial situation and risk tolerance. The goal of the portfolio management service is to optimize returns while minimizing risk, allowing clients to achieve their long-term financial goals with confidence.

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC is a well-established financial advisory firm that serves a wide array of clients, from individuals to high net worth individuals, pension or profit sharing plans, and charitable organizations. The firm prides itself on being able to cater to the varying needs of different clients, delivering tailored financial services based on each client's unique situation and goals. As a client-centric financial advisory firm, WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC offers various fee structures that clients can choose from, depending on the type and level of service they require. One of the most commonly used fee structures is a percentage of assets under management (AUM), where clients are charged a proportion of the assets that the firm manages for them. In addition to AUM fees, the firm also offers fixed fees, which is often charged for specific advisory services, such as financial planning, estate planning, or tax planning. This fee structure is based on the complexity and extent of the services provided. Lastly, the firm also has performance-based fees, which is calculated based on the investment returns generated for the client. This fee structure is often used for investment advisory services and is designed to align the firm's interests with its clients' investment goals. Overall, WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC provides transparent and competitive fee structures that aim to deliver great value and results for its clients.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure note, the firm's investment minimums may vary, but it typically ranges from $250,000 to $1 million depending on the type of account. However, the brochure also mentions that the firm may allow exceptions to the minimum based on certain circumstances. Overall, it is clear that the investment minimum for White Knight Strategic Wealth Advisors, LLC is not a fixed amount and may vary depending on various factors.

How This Office Can Help Pennington, NJ Residents

White Knight Strategic Wealth Advisors is a leading financial planning firm that helps clients in Pennington, NJ achieve their financial goals. The firm offers a wide range of financial planning services including investment management, retirement planning, estate planning, risk management, and tax planning. Their team of experienced professionals takes a customized approach to each client's situation, considering their particular financial circumstances, goals, and preferences. Living in Pennington, NJ, one might face a variety of financial challenges such as preparing for retirement, saving for a child's college education, managing debt, and protecting their assets. White Knight Strategic Wealth Advisors helps clients navigate these challenges by providing expert guidance and creating tailored financial plans. Whether it's building a retirement savings plan, creating a tax-efficient investment strategy, or protecting assets from potential risks, the firm's team of professionals is dedicated to helping clients succeed financially.

To view the Minimum Investment and Fee Schedule for White Knight Strategic Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by White Knight Strategic Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by White Knight Strategic Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 100 Canal Pointe Blvd Suite 121, Princeton, NJ 08540, USA
Phone (609) 945-1772
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 100 CANAL POINTE BLVD., SUITE 121, PRINCETON, NJ 8540, United States

This firm has no other locations.

State Registrations

White Knight Strategic Wealth Advisors, LLC is registered to service clients in the following states:

  • Florida
  • New Jersey
  • New York
  • Ohio
  • Texas

Disciplinary History

White Knight Strategic Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.