Black Capital manages individualized investment portfolios and provides financial planning services. Black Capital focuses on passive investments like indexed exchange-traded funds and mutual funds to minimize costs, relying on Modern Portfolio Theory to build diversified portfolios tailored to each client's goals and risk tolerance. Jeffery Black is the sole owner and representative of the firm. Black Capital works with individuals, high-net-worth individuals, and business entities, and does not require a minimum account size.
Assets Under Management$1.1M
Clients10
Advisors1
Avg. per Client$110K
Avg. per Advisor$1.1M
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% |
Fee is an annualized 1.00%, billed quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...