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 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
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