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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 10 clients with $1.1M 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 is an annualized 1.00%, billed quarterly in advance.
Fee Estimator
Location
525 N. Broadway, Cortez, CO, 81321
Get directionsHistory
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 →Other Business Activities
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
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
More Advisors
- Andrew Cuckie, CFPEdward Jones
- Thomas Helms, CFPRobert W. Baird & CO. Incorporated
- Elizabeth Weber, CFP, ChFCNewedge Advisors