Blackthorn Asset Management LLC

Fee-Only (% of Portfolio)

Blackthorn Asset Management creates a financial outline and investment plan for each client based on their financial circumstances, goals, and risk tolerance. Blackthorn manages client investment portfolios on a discretionary basis, meaning they have the authority to make trades without prior consultation. Blackthorn primarily invests in ETFs and individual stocks, with some use of mutual funds, bonds, options, investment trusts, crypto currencies and cash.

Assets Under Management$81M
Clients45
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$81M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.50%

Blackthorn may negotiate special fee arrangements where appropriate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Blackthorn Asset Management LLC | TrueAdvisor