Black & White Investment Management LLC manages investment portfolios for individual clients. After reviewing a client's financial information and risk tolerance, Black & White Investment Management LLC decides which securities to purchase and the dollar amount of each. Clients can place restrictions on investments. Contracts can be terminated with 30 days written notice.
Assets Under Management$2M
Clients6
Advisors1
Avg. per Client$340K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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