Blackwood Investment Group offers personalized investment advisory services including wealth management, financial planning, and portfolio management. Wealth management combines financial planning and portfolio management. Financial planning covers cash flow, insurance, retirement, investment, tax, and estate planning. Portfolio management is non-discretionary, meaning Blackwood seeks client approval before making trades. Blackwood also offers pension consulting services to plans and consulting to other investment advisors.
Assets Under Management$4.8M
Clients29
Advisors1
Avg. per Client$170K
Avg. per Advisor$4.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Older client relationships may pay a different fee. Fees are negotiable based on assets, complexity, and services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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