BlackSummit Financial Group manages investment portfolios and provides financial planning and consulting services to individuals, families, businesses, and retirement plans. BlackSummit Financial Group builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and other investments, reviewing and rebalancing them at least quarterly. For financial planning and consulting, BlackSummit Financial Group covers retirement planning, estate planning, tax planning, real estate analysis, insurance analysis, and business consulting. BlackSummit Financial Group also offers performance-based fee arrangements for eligible accredited investors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable. Performance-based fees of up to 15% of net profits may apply for eligible accredited investors.