Albert Black is a CFP-designated registered investment advisor at Dogwood Capital Management, based in Prescott, AZ, with 23 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 5 more. Their firm serves 45 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual advisory fees generally range from 0.25% to 1.00% of assets under management, assessed on a tiered basis. Specific rates are negotiated and documented in your agreement.
Fee Estimator
Contact
Albert Black
Location
1579 W Gurley St Ste A, Prescott, AZ, 86305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dogwood Capital Management
State Registrations3 states
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
Additional Information
We help people make smart choices about their money so the can achieve their goals and live their ideal lives.
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