Blacktower Financial Management (US) LLC provides financial planning, pension transfer assistance, and investment management services primarily to individuals, high net worth clients, and expatriates living in the United States or holding United Kingdom retirement accounts. Blacktower Financial Management (US) LLC helps clients manage their investments through customized portfolio allocations, using exchange-traded funds, mutual funds, individual stocks, bonds, and third-party managers. The firm specializes in helping United Kingdom expatriates transfer their former employer pension schemes into self-directed retirement plans, such as Self-Invested Personal Pensions or Qualifying Recognised Overseas Pension Schemes. Additionally, Blacktower Financial Management (US) LLC offers standalone financial planning and consulting services covering estate planning, tax strategies, insurance needs, and cash flow forecasting. The firm operates with a network of independent advisory representatives who tailor strategies to individual risk profiles and financial goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees for US-based asset management will not exceed 2% annually. UK pension management fees will not exceed 1.50% annually. Third-party managers may charge additional fees up to 1%.