Black Capital Management, LLC

Fee-Only (% of Portfolio)

Black Capital Management offers investment advisory services to individuals, businesses, trusts, estates, and charities. 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.

Assets Under Management$120M
Clients48
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$40M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$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
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Location

3 Advisors at this firm

Black Capital Management, LLC | TrueAdvisor