Gerald Black is a registered investment advisor at James I. Black & Company, based in Lakeland, FL, with 50 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 130 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
311 South Florida Avenue, Lakeland, FL, 33801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gerald is a managing partner at CASS, LLC (art studio), ITB Capital Advisors, LLC (CTA), ITB Capital Management LLC (CPO), ITB Premium Fund I & II, JJG Property, LLC (rental property), Ultra Mag, LLC (real estate), and Black Family, LLC (real estate investment). He is also the President of James I Black & Co (broker dealer), dedicating about 10-20% of his time to that role.
Employment History
Current Registrations
James I. Black & Company
James I. Black & CompanyBroker
Previous Registrations
Itb Capital Advisors, LLC
State Registrations1 state
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