BS
CFP
BS
CFP

Brigitte Strobl

3 Years of Experience
Lutherville, MD

Brigitte Strobl is a CFP-designated registered investment advisor at Black Diamond Financial, LLC, based in Lutherville, MD, with 3 years of industry experience. Brigitte operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 361 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
361 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

Annual rate does not exceed 0.85%. There is a minimum annual fee of $3,000 or 3%, whichever is less. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2330 West Joppa Road, Suite 320, Lutherville, MD, 21093

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Black Diamond Financial, LLC
January 2023 - Present · 3 yrs 9 mos
State Registrations1 state
MD
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.
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