Black Lake Capital offers portfolio management and investment counseling, where clients grant Black Lake Capital the authority to make trades in their accounts. Black Lake Capital manages portfolios based on each client’s individual objectives and risk tolerance, which is documented in an Investment Allocation Statement. Black Lake Capital may recommend other professionals, such as tax preparers or attorneys, if requested by the client.
Assets Under Management$17M
Clients25
Advisors1
Avg. per Client$690K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees for amounts over $2,000,000 are determined at engagement. Adjustments may be made for reasons such as account size or composition.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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