Blacktower Financial Management (US) LLC offers financial planning and investment management services, primarily to UK expatriates residing in the United States. They also serve US citizens and expatriates with US retirement accounts. Services include pension plan investment, asset management, and financial planning. Blacktower's advisors create investment allocations, potentially using discretionary fund managers, subject to client approval. Clients receive regular valuation statements and are encouraged to seek independent tax advice.
Fee Structure
Blacktower Financial Management (US) LLC offers asset management services for US residents and US-connected individuals. Your advisor will create a portfolio allocation based on your investment objectives and risk profile, making transactions as needed. The fees for these services are negotiable, but will not exceed 2% annually. The frequency of fee payments (monthly or quarterly) will be agreed upon with your advisor. There may be additional costs for engaging third-party managers or strategists.