Black Swift Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Black Swift Group manages investment portfolios for high-net-worth individuals, corporations, trusts, and foundations through separately managed accounts. Black Swift Group uses a diversified approach combining index investing, sector allocation, fundamental company analysis, fixed income securities, alternative investments, and derivatives. In addition to managing individual accounts, Black Swift Group serves as the investment adviser to three private investment funds. Black Swift Group also offers financial planning services covering retirement, cash flow, tax strategies, and estate planning at no extra cost.

Assets Under Management$690M
Clients406
Advisors9
Avg. per Client$1.7M
Avg. per Advisor$77M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual management fee is generally 1% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

9 Advisors at this firm

Black Swift Group, LLC - Fees, AUM & Advisors | TrueAdvisor