Blackhawk Wealth Advisors

Fee-Only (% of Portfolio)

Blackhawk Wealth Advisors offers investment management services, providing continuous advice based on a client's investment goals. They use a blend of fundamental and technical analysis on stocks. The firm aims to reduce risk while seeking appreciation and providing predictable income, if needed, while preserving principal. John Gardner, the founder, is a Certified Financial Planner.

Assets Under Management$61M
Clients60
Advisors1
Avg. per Client$1M
Avg. per Advisor$61M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K+0.80%

Fees are negotiable. There is a $1,000 minimum fee per calendar quarter.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Blackhawk Wealth Advisors | TrueAdvisor