Frequently Asked Questions

Please click the questions below to discover the answers.

What separates White Knight Strategic Wealth Advisors from other financial advisors?

It's easy to become a financial advisor, but few have the level of expertise that we provide. Testament to our knowledge are the Certified Financial Planner (CFP) credential and a Certified Investment Management Analyst (CIMA) designations held by company-founder White Knight Strategic Wealth Advisors.

We also stand apart from most of our counterparts because we are an independent, fee-based firm. As such, we firmly believe that we're better able to focus solely on our clients' best interests.

What is a fee-based financial advisor?

Fee-based advisors receive fees for their service, rather than basing their business on sales commissions. The model helps to limit or eliminate conflicts of interest. White Knight Strategic Wealth Advisors uses the fee-based model as a means of aligning our interests with those of our clients.

What does being a fiduciary mean?

Within the financial advisor industry there are two standards of client care. The most common is the “suitability” standard, which requires that advisors' recommendations be “suitable” to clients’ needs. At White Knight Strategic Wealth Advisors, we adhere to the far more rigorous “fiduciary standard." As fiduciaries, we are required to act in our clients’ best interests at all times, and all of our advice must be conflict-of-interest-free. If a potential conflict does arise, we must notify clients immediately and fully explain the conflict.

What is your investment approach?

We are a growth-and-income investment boutique, with Certified Financial Planner (CFP) expertise that we believe gives our clients an advantage. We personally invest our clients’ portfolios, with the aim of ensuring consistent growth and low volatility over time. And our Certified Investment Management Analyst (CIMA) credentials allow us to manage portfolios in a highly tax-efficient manner.

What fee do you charge?

Our fee varies based on each client’s asset level and the scope of work; please contact us for details.

How do I transfer my assets to you from another advisor?

Just provide us with a copy of a current statement. We’ll set up a new account at Charles Schwab and have your assets transferred into it.

Where will my assets be held?

Client assets are held with a third-party custodian, Charles Schwab. White Knight Strategic Wealth Advisors has no direct access to your assets.