Black Diamond Financial is a registered investment advisor providing personalized asset management, financial planning, and retirement plan services. The firm builds customized, risk-appropriate, and tax-efficient portfolios primarily using index investments and exchange-traded funds, while also offering access to private equity funds for qualified investors. Operating as a fee-only practice, Black Diamond Financial focuses on low-cost, transparent pricing and acts in the best interest of clients. Services include discretionary and non-discretionary investment management, retirement planning, tax guidance, estate planning, and consulting for employer-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Annual rate does not exceed 0.85%. There is a minimum annual fee of $3,000 or 3%, whichever is less. Fees may be negotiable.