Blacksmith Advisors offers investment advisory services where they manage your investments for you. They work with individuals, businesses, trusts, and estates. Blacksmith does not offer financial planning, estate planning, or accounting services, but may provide limited consultation services on these matters to investment management clients. Blacksmith may recommend other professionals for implementation purposes, but the client is responsible for engaging those services.
Assets Under Management$9M
Clients25
Advisors1
Avg. per Client$360K
Avg. per Advisor$9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Investment advisory fee is negotiable at Blacksmith's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...