Black Swan Advisors LLC (BSA) provides comprehensive financial planning services, including investment and retirement planning, education planning, tax planning, estate planning, risk management, and small business exit planning. BSA operates on an advice-only, fee-only basis, meaning it doesn't sell insurance or investment products and doesn't accept commissions. BSA offers Complete Wealth Oversight services and Core Family Office services, including bill payment assistance. Investment management is offered through Betterment for Advisors.
Fee Structure
Black Swan Advisors offers investment management through Betterment for Advisors as part of their financial planning engagement. The fees for Betterment are separate from Black Swan Advisors' planning fees and are charged by Betterment directly. Black Swan Advisors does not directly manage investments or charge AUM fees.