Jeffrey Black is a registered investment advisor at Black Capital, LLC, based in Cortez, CO, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 8 clients with $760K 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% |
Fee Estimator
Location
525 N. Broadway, Cortez, CO, 81321
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is an assistant professor at the University of Memphis, spending about 10-20% of his time on this activity. This activity is not investment-related.
Employment History
Current Registrations
Black Capital, LLC
Previous Registrations
Black Capital, LLC
State Registrations1 state
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