Blackburn Financial offers investment and financial planning services. They manage portfolios using a tactical allocation strategy, aiming to reduce risk and improve performance. They may use various securities, including stocks, bonds, and mutual funds. Blackburn also offers pension consulting services and financial planning, including retirement, tax, and education planning. They tailor their services to each client's needs and objectives.
Assets Under Management$90M
Clients650
Advisors2
Avg. per Client$140K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be reduced or waived for directors, officers, and employees of Blackburn Financial at the discretion of management. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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