Black Swan Wealth Management offers services including selection of other advisors and financial planning to individuals and high-net-worth individuals. Specific client investment strategies are tailored to their individual Investment Policy Statement, which considers their income, tax levels, and risk tolerance. Clients can't impose restrictions on investing in certain securities based on their values or beliefs.
Assets Under ManagementN/A
Clients7
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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