Black Swan Management Group provides portfolio management services, managing risk and volatility through diversification across strategic and tactical management styles and asset classes. They use analytic tools to align portfolios with client risk tolerance and investment objectives. Black Swan manages client assets on a discretionary basis and had approximately $97.8 million in discretionary assets under management as of December 31, 2024.
Fee Structure
Black Swan Management Group's fees for investment management typically range from 0.10% to 2.25% per year, deducted from client assets monthly. Fees are negotiable based on factors like account size and services rendered. Clients may also pay transaction fees charged by the custodian and annual account maintenance fees.