Black Capital Management, LLC
Assets Under Management
$131.1M
Number of Clients
46
Number of Advisors
3
Avg. Portfolio per Client
$2.9M
Avg. Managed per Advisor
$43.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Black Capital Management offers investment advisory services to individuals, businesses, trusts, estates, and charitable organizations. Black Capital specializes in managing balanced and equity portfolios, focusing on equities, fixed income, and cash equivalents for long-term investors. Black Capital does not provide financial planning or consulting services.
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Black Capital generally requires a minimum asset level of $1 Million for investment advisory services. Investment advisory fee is negotiable at Black Capital’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment Management
Loading...
Location
MO, United States