Black Capital, LLC offers financial planning and portfolio management services. For financial planning, they gather client data to create a written plan focusing on areas like retirement, taxes, and education funding. For portfolio management, they create individualized portfolios based on client objectives and risk tolerance, focusing on passive investments like indexed exchange-traded funds to minimize costs. Clients can impose reasonable restrictions on their financial plan or portfolio management.
Assets Under Management$760K
Clients8
Advisors1
Avg. per Client$95K
Avg. per Advisor$760K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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