James Carroll is a CFP-designated registered investment advisor at Black Swan Management Group, INC., based in Dallas, TX, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Black Swan Management Group's fees for investment management typically range from 0.10% to 2.25% per year, deducted from client assets monthly. Fees are negotiable based on factors like account size and services rendered. Clients may also pay transaction fees charged by the custodian and annual account maintenance fees.
Location
15770 N. Dallas Parkway, Suite 550, Dallas, TX, 75248
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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 Swan Management Group, INC.
Previous Registrations
Omegaone Advisors, INC.
Omegaone Advisors, INC.
Onyx Wealth Advisors, INC.
State Registrations1 state
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