Black Coral Financial Advisors offers financial counseling, investment education, and investment advisory programs. They manage investment accounts based on a client's objectives, risk tolerance, and financial situation. Black Coral's services include developing financial plans, retirement programs, estate plans, and analyzing insurance needs. Clients are not required to implement their financial plans through Black Coral.
Assets Under Management$500M
Clients88
Advisors4
Avg. per Client$5.7M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees may be negotiable based on account objectives, level of service, other assets under management, or other relationships that the client has with Black Coral and other relevant facts and circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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