Black Card Circle, LLC manages investment portfolios and offers comprehensive financial planning services for individuals, high-net-worth individuals, trusts, and charitable organizations. Founded in 2017 and based in Las Vegas, Nevada, the registered investment advisor builds customized portfolios using a mix of stocks, bonds, exchange-traded funds, and mutual funds, following Modern Portfolio Theory. Black Card Circle, LLC operates on a non-discretionary basis, meaning advisors must get your approval before making any trades in your account. In addition to managing investments, the firm provides written financial plans covering retirement, estate planning, education funding, tax strategies, and risk management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable in certain circumstances and are billed monthly in arrears.