Black Card Circle, LLC offers investment advice and financial planning services. They work with clients to understand their goals and risk tolerance, then create a portfolio using stocks, bonds, exchange traded funds, and mutual funds. They also offer financial planning services covering areas like retirement, estate, education, and insurance planning. Portfolios are customized to each client's objectives, and clients can make suggestions regarding investments.
Assets Under Management$83M
Clients383
Advisors6
Avg. per Client$220K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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