Terry Black is a CFA-designated registered investment advisor at Black Capital Management, LLC, based in Grain Valley, MO, with 37 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 48 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at the firm's discretion based on factors such as asset amount, portfolio composition, and scope of engagement.
Fee Estimator
Location
Grain Valley, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Black Capital Management, LLC
State Registrations2 states
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Exams
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- Taylor Black, CFABlack Capital Management, LLC