Black Diamond Investment Group is a fee-only financial advisory firm that manages investments for clients on a discretionary basis. Black Diamond screens investments and buys those that meet the client's risk tolerance, monitoring them to ensure they continue to perform well. Other financial planning issues such as investment consulting, income tax planning, or retirement planning are subject to hourly rates.
Assets Under Management$6.9M
Clients32
Advisors1
Avg. per Client$220K
Avg. per Advisor$6.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.40% |
| $50K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable for accounts over $3,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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