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Adam Flikerski
19 Years of Experience
Houston, TX
1 Disclosure
Adam Flikerski is a registered investment advisor at Blackgold Capital Management LP, based in Houston, TX, with 19 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $180M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
8 clients
Average Client Portfolio
$22.3M average
Assets Under Management
$178.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The firm also charges a performance-based fee of 15% of net profits, subject to a high water mark. The management fee may be varied, reduced, or eliminated at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3231 Audley Street, Houston, TX, 77098
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Regulatory History (1)
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Employment Separation After Allegations
January 2006Employment History
Current Registrations
Blackgold Capital Management LP
April 2006 - Present · 20 yrs 1 mo
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.