Blackmore Financial Solutions offers wealth management, including managing individual retirement accounts (IRAs), brokerage accounts, and insurance policies. Blackmore Financial Solutions specializes in financial planning for individuals, couples, and small businesses. For qualified clients, Blackmore Financial Solutions actively manages short-term investment portfolios consisting of stock options, but this is limited to under 20% of total investable assets. Blackmore Financial Solutions also provides hourly financial advisory services for collaborative divorce, mediation, and general financial planning.
Fee Structure
Blackmore Financial Solutions charges a fee based on the value of your portfolio. The fees are non-negotiable and calculated at the end of each month. These fees do not include brokerage commissions. The specific fee schedule is not included in this document.