Black Raven Investments, LLC

Fee-Only (% of Portfolio)

Black Raven Investments provides ongoing portfolio management services based on your individual goals, how much risk you're comfortable with, and how long you plan to invest. Black Raven creates a plan for each client to help select a portfolio that fits their specific situation. Black Raven generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds, private placements, structured products and private credit funds.

Assets Under Management$21M
Clients9
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$21M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm