BlackSummit Financial Group offers investment advice and financial planning to individuals, families, and businesses. They manage investment portfolios using stocks, bonds, ETFs, and mutual funds, tailored to each client's goals. Financial planning covers retirement, estate, tax, education, and insurance needs. BlackSummit also refers clients to third-party money managers.
Assets Under Management$98M
Clients45
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$98M
www.linkedin.com/company/blacksummit-financial-... ·www.facebook.com/blacksummitfg ·www.blacksummitfg.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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